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| Provider | Service type | Compensation |
|---|---|---|
CJM WEALTH MANAGEMENT2 years Filed as: CJM WEALTH MANAGEMENT LLC Service code 28 · EIN 20-2817509 | Investment Management | $73,581 |
FRANK ASPREA5+ years Service code 30 · EIN 13-6696819 | Direct payment from the plan; Employe... | $61,498 |
BARBARA GILL5+ years Filed as: BARBARA GOTTLIEB Service code 30 · EIN 13-6696819 | Employee (plan); Direct payment from ... | $41,466 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $37,198 |
SPIVAK LIPTON LLP2 years Service code 29 · EIN 13-3494495 | Legal | $28,124 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $23,837 |
PRAGER METIS CPAS, LLC2 years Service code 10 · EIN 06-1667465 | Accounting | $5,089 |
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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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | -0.24% | 8.57%-8.8pp | 174.94%-175.2pp | 11.45%-11.7pp |
| Employer contribution / active EE | $3,460 | $13,016-73.4% | $38,590-91.0% | $17,219-79.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |