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| Provider | Service type | Compensation |
|---|---|---|
CJM WEALTH MANAGEMENT1+ years Filed as: CJM FISCAL MANAGEMENT, INC. Service code 28 · EIN 20-2817509 | Investment Management | $74,620 |
FRANK ASPREA1+ years Service code 30 · EIN 13-6696819 | Employee (plan); Direct payment from ... | $53,380 |
BARBARA GILL1+ years Filed as: BARBARA GOTTLIEB Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $43,921 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ACTUARRIAL SERVICES Service code 11 · EIN 23-1700844 | Actuarial | $32,557 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK, LIPTON, LLC Service code 29 · EIN 13-3494495 | Legal | $26,630 |
SAXBST LLP1+ years Filed as: SAXBST Service code 10 · EIN 46-4001827 | Accounting | $21,376 |
S.A KOENING & ASSOC. CPA'S1+ years Service code 10 · EIN 11-3141654 | Accounting | $11,746 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -8.65% | 3.81%-12.5pp | 4.07%-12.7pp | 7.18%-15.8pp |
| Employer contribution / active EE | $3,257 | $14,300-77.2% | $36,235-91.0% | $13,095-75.1% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |