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| Provider | Service type | Compensation |
|---|---|---|
LORETTA MITSOS-PAVINI1+ years Service code 30 · EIN 23-2041188 | Employee (plan) | $69,444 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 16 · EIN 20-0461050 | Consulting | $55,049 |
Service code 14 · EIN 23-1011167 | Plan Administrator | $42,535 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $38,290 |
SMITH & HOWARD, PC1+ years Filed as: SMITH BARNEY CONSULTING GROUP Service code 27 · EIN 11-2418191 | Advisory (Plan) | $27,426 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $20,100 |
Service code 16 · EIN 23-2182079 | Consulting | $13,768 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $7,862 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,033 | $71,802-41.5% | $133,975-68.6% | $57,658-27.1% |
| Participation rate | 89.9% | 85.5%+4.5pp | 87.1%+2.9pp | 70.2%+19.7pp |
| Annual return | -0.08% | 13.51%-13.6pp | 29.29%-29.4pp | 5.13%-5.2pp |
| Employer contribution / active EE | $4,094 | $3,161+29.5% | $5,211-21.4% | $1,974+107.4% |
| Participant deferral / active EE | $9 | $4,606-99.8% | $6,282-99.8% | $3,061-99.7% |
| Admin fee / account holder | $508 | $88+480.0% | $9,324-94.5% | $95+437.9% |