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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $91,678 |
Service code 11 · EIN 26-3842522 | Actuarial | $82,269 |
COHEN & STEERS4 years Filed as: COHEN, WEISS AND SIMON LLP Service code 20 · EIN 13-1592323 | Trustee (individual); Trustee (discre... | $55,429 |
I.E. SHAFFER & CO.9 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $51,950 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $28,690 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 | Accounting | $17,161 |
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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 1.07% | 12.22%-11.2pp | 11.15%-10.1pp | 12.28%-11.2pp |
| Employer contribution / active EE | $0 | $24,063-100.0% | $19,872-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |