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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,214,440 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $1,040,175 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $127,078 |
JOSE COLIN2+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $119,093 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER, GITTLER & D'ALBA. Service code 29 · EIN 36-2786883 | Legal | $100,951 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $70,000 |
LISA LINDAUER2+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $68,926 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $62,993 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD SIEBERT Service code 30 · EIN 36-6155778 | Employee (plan) | $56,100 |
CJBS, LLC2+ years Filed as: CJBS Service code 10 · EIN 36-3524803 | Accounting | $55,252 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.05% | 6.68%+1.4pp | 4.72%+3.3pp | 9.19%-1.1pp |
| Employer contribution / active EE | $10,343 | $25,873-60.0% | $30,821-66.4% | $12,608-18.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |