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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-1011167 | Plan Administrator | $62,868 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 16 · EIN 20-0461050 | Consulting | $56,516 |
LORETTA MITSOS-PAVINI2+ years Service code 30 · EIN 23-2041188 | Employee (plan) | $54,144 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $38,133 |
SMITH & HOWARD, PC2+ years Filed as: SMITH BARNEY CONSULTING GROUP Service code 27 · EIN 11-2418191 | Advisory (Plan) | $28,068 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $23,572 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $13,736 |
Service code 16 · EIN 23-2182079 | Consulting | $11,993 |
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 | $46,462 | $81,537-43.0% | $149,718-69.0% | $69,631-33.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 5.14% | 22.79%-17.6pp | 1501.70%-1496.6pp | 27571.02%-27565.9pp |
| Employer contribution / active EE | $3,561 | $3,239+10.0% | $5,444-34.6% | $2,032+75.3% |
| Participant deferral / active EE | $36 | $4,994-99.3% | $6,568-99.5% | $3,224-98.9% |
| Admin fee / account holder | $590 | $107+452.2% | $11,283-94.8% | $110+434.3% |