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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.7+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $47,740 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-5150276 | Investment Management | $46,989 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $30,580 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $17,250 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,247 |
Service code 29 · EIN 41-2043615 | Legal | $8,040 |
MADON MALIN PC7+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
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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 | $82,186-100.0% | $202,277-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.0%-30.0pp | 3.6%-3.6pp |
| Annual return | 13.11% | 11.84%+1.3pp | 8.88%+4.2pp | 11.84%+1.3pp |
| Employer contribution / active EE | $4,719 | $17,339-72.8% | $42,607-88.9% | $17,339-72.8% |
| Participant deferral / active EE | $0 | $683-100.0% | $94-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,086-100.0% | $409-100.0% |