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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,354,286 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $1,165,047 |
CHEIRON1 year Service code 11 · EIN 13-4215617 | Actuarial | $148,084 |
JOSE COLIN3+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $107,183 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $87,749 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $86,506 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO CONSULTING Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
LISA LINDAUER3+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $69,825 |
JANET A. PANEBIANCO, CPA, PLLC3+ years Filed as: JANET HUNTER Service code 30 · EIN 36-6155778 | Employee (plan) | $63,049 |
CJBS, LLC3+ years Filed as: CJBS Service code 10 · EIN 36-3524803 | Accounting | $60,997 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 13.39% | 16.52%-3.1pp | 14.20%-0.8pp | 17.84%-4.5pp |
| Employer contribution / active EE | $10,652 | $13,798-22.8% | $27,968-61.9% | $14,688-27.5% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |