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| Provider | Service type | Compensation |
|---|---|---|
CJM WEALTH MANAGEMENT2+ years Filed as: CJM FISCAL MANAGEMENT, INC. Service code 28 · EIN 20-2817509 | Investment Management | $71,948 |
FRANK ASPREA2+ years Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $54,622 |
BARBARA GILL2+ years Filed as: BARBARA GOTTLIEB Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $45,677 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $30,860 |
LOCAL 277 WELFARE FUND1 year Service code 50 · EIN 13-5643552 | Direct Payment | $23,385 |
SPIVAK LIPTON LLP2+ years Filed as: SPIVAK, LIPTON, LLC Service code 29 · EIN 13-3494495 | Legal | $19,259 |
S.A KOENING & ASSOC. CPA'S2+ years Service code 10 · EIN 11-3141654 | Accounting | $8,415 |
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Employer contribution per participant 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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 15.00% | 11.05%+4.0pp | 12.88%+2.1pp | 23.90%-8.9pp |
| Employer contribution / active EE | $3,702 | $15,936-76.8% | $40,010-90.7% | $16,539-77.6% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |