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| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY2+ years Service code 30 · EIN 15-6262860 | Employee (plan) | $89,732 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $75,248 |
Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $50,586 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $37,449 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $12,828 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,123 | $81,537-71.6% | $149,718-84.6% | $69,631-66.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 5.70% | 22.79%-17.1pp | 1501.63%-1495.9pp | 27571.02%-27565.3pp |
| Employer contribution / active EE | $6,249 | $3,239+92.9% | $5,445+14.8% | $2,032+207.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $217 | $107+103.1% | $11,283-98.1% | $110+96.5% |