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| Provider | Service type | Compensation |
|---|---|---|
CJM WEALTH MANAGEMENT1 year Filed as: CJM WEALTH MANAGEMENT LLC Service code 28 · EIN 20-2817509 | Investment Management | $75,348 |
FRANK ASPREA4+ years Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $57,660 |
BARBARA GILL4+ years Filed as: BARBARA GOTTLIEB Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $44,170 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $33,980 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $25,961 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $17,112 |
PRAGER METIS CPAS, LLC1 year Service code 10 · EIN 06-1667465 | Accounting | $6,925 |
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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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 1.59% | 16.35%-14.8pp | 10.78%-9.2pp | 53.27%-51.7pp |
| Employer contribution / active EE | $3,584 | $11,482-68.8% | $41,857-91.4% | $14,774-75.7% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |