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| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY1+ years Service code 30 · EIN 15-6262860 | Employee (plan) | $89,701 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $72,700 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $36,357 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $14,900 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY' Service code 11 · EIN 13-1835864 | Actuarial | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,036 | $71,802-66.5% | $133,980-82.1% | $57,658-58.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 2.57% | 13.51%-10.9pp | 29.30%-26.7pp | 5.13%-2.6pp |
| Employer contribution / active EE | $5,701 | $3,161+80.3% | $5,211+9.4% | $1,974+188.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $190 | $88+117.2% | $9,324-98.0% | $95+101.4% |