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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $916,783 |
FREEDMAN & LORRY, P.C.4+ years Filed as: FREEDMAN & LORRY PC Service code 29 · EIN 23-2158375 | Legal | $72,524 |
Filed as: MORGAN, FREEDMAN, BREDHOFF Service code 29 · EIN 23-0891050 | Legal | $72,524 |
LAVERNE DEVALIA2 years Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $65,747 |
Filed as: DARRELL WILLIAMS II Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $64,585 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,129 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $62,827 |
PAMELA A SMITH STRITE2 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $51,696 |
ERIC J. FERNANDEZ & CO.2 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $50,969 |
EVELYN ALAMEDA2 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $29,751 |
Employer contribution per participant 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 | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -3.73% | -0.36%-3.4pp | 651.15%-654.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $999 | $3,856-74.1% | $5,605-82.2% | $2,405-58.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |