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| Provider | Service type | Compensation |
|---|---|---|
CJM WEALTH MANAGEMENT3+ years Filed as: CJM FISCAL MANAGEMENT, INC. Service code 28 · EIN 20-2817509 | Investment Management | $76,920 |
FRANK ASPREA3+ years Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $55,853 |
BARBARA GILL3+ years Filed as: BARBARA GOTTLIEB Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $45,125 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $43,673 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLLA LLC Service code 10 · EIN 61-1436956 | Accounting | $24,604 |
SPIVAK LIPTON LLP3+ years Filed as: SPIVAK, LIPTON, LLC Service code 29 · EIN 13-3494495 | Legal | $13,870 |
S.A KOENING & ASSOC. CPA'S3+ years Service code 10 · EIN 11-3141654 | Accounting | $8,940 |
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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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 10.04% | -1.65%+11.7pp | -3.29%+13.3pp | 0.19%+9.9pp |
| Employer contribution / active EE | $3,780 | $15,083-74.9% | $36,762-89.7% | $13,763-72.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |