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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.9+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $47,787 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $41,767 |
ATALANTA SOSNOFF9+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-5150276 | Investment Management | $28,281 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
Service code 29 · EIN 41-2043615 | Legal | $8,075 |
MADON MALIN PC9+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,500 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,654 |
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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 | $9,556,684-100.0% | $337,745-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 44.1%-44.1pp | 2.4%-2.4pp |
| Annual return | 18.21% | 22.81%-4.6pp | 9.57%+8.6pp | 22.81%-4.6pp |
| Employer contribution / active EE | $5,221 | $18,290-71.5% | $39,758-86.9% | $18,290-71.5% |
| Participant deferral / active EE | $0 | $603-100.0% | $45-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $352,588-100.0% | $85,222-100.0% |