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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF8+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-5150276 | Investment Management | $51,448 |
SAVASTA AND COMPANY, INC.8+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $44,700 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $18,500 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,408 |
Service code 29 · EIN 41-2043615 | Legal | $7,000 |
MADON MALIN PC8+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $104,068-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 52.6%-52.6pp | 5.6%-5.6pp |
| Annual return | -20.18% | 39.82%-60.0pp | -10.12%-10.1pp | 39.82%-60.0pp |
| Employer contribution / active EE | $5,045 | $19,980-74.7% | $47,166-89.3% | $19,980-74.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |