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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,532,140 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $961,172 |
JOSE COLIN5+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $117,878 |
CHEIRON3 years Service code 11 · EIN 13-4215617 | Actuarial | $86,140 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $84,284 |
CJBS, LLC1 year Service code 10 · EIN 36-3524803 | Accounting | $80,469 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $68,935 |
LISA LINDAUER5+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $68,824 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $54,082 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 16.04% | 15.22%+0.8pp | 16.32%-0.3pp | 21.83%-5.8pp |
| Employer contribution / active EE | $12,101 | $15,831-23.6% | $31,806-62.0% | $12,237-1.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |