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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,622,276 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $814,649 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $182,582 |
JOSE COLIN6+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $125,710 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $82,318 |
CHERIE FRANKLIN1 year Service code 30 · EIN 36-6155778 | Employee (plan) | $80,392 |
CJBS, LLC2 years Service code 10 · EIN 36-3524803 | Accounting | $78,721 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $78,060 |
LISA LINDAUER6+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $74,607 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 12.17% | 10.88%+1.3pp | 10.57%+1.6pp | 12.86%-0.7pp |
| Employer contribution / active EE | $13,096 | $18,143-27.8% | $29,483-55.6% | $13,687-4.3% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |