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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.4+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $43,502 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-0461050 | Investment Management | $35,679 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $21,500 |
Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,500 |
Filed as: M/B CONNAUGHTON, LLC Service code 29 · EIN 30-0990582 | Legal | $7,480 |
MADON MALIN PC4+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,118 |
Service code 29 · EIN 41-2043615 | Legal | $5,830 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | 1.45% | -0.69%+2.1pp | 83.75%-82.3pp | -0.69%+2.1pp |
| Employer contribution / active EE | $5,102 | $16,786-69.6% | $41,592-87.7% | $16,786-69.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |