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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $59,722 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $21,755 |
Filed as: FIRST ACTUARIAL Service code 11 · EIN 26-3842522 | Actuarial | $21,669 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $19,622 |
COHEN & STEERS2 years Filed as: COHEN, WEISS AND SIMON LLP Service code 20 · EIN 13-1592323 | Trustee (individual); Trustee (discre... | $16,684 |
L.M. HENDERSON & COMPANY, LLP8+ years Service code 10 · EIN 20-5520612 | Accounting | $14,948 |
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Employer contribution per participant 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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 8512.54% | 16.55%+8496.0pp | 15.31%+8497.2pp | 24.44%+8488.1pp |
| Employer contribution / active EE | $535 | $42,466-98.7% | $28,686-98.1% | $41,344-98.7% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |