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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 27 · EIN 20-0461050 | Advisory (Plan) | $33,685 |
GCIU LOCAL 612M5+ years Service code 13 · EIN 22-2873827 | Contract Administrator | $16,710 |
COMERICA BANK5+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $16,172 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 115 N. CHURCH STREET · MOORESTOWN, NJ 08057 | Actuarial | $13,500 |
ORANSKY SCARAGGI & BORG P.C.5+ years Service code 29 · EIN 22-3522685 | Legal | $12,000 |
WASILEWSKI & KEATING PC5+ years Service code 10 · EIN 22-2676761 | Accounting | $7,000 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | -2.09% | 9.41%-11.5pp | 793.01%-795.1pp | 9.29%-11.4pp |
| Employer contribution / active EE | $1,718 | $13,564-87.3% | $27,004-93.6% | $15,168-88.7% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |