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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $220,152 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO.(EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $96,174 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $95,151 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $79,343 |
NAVELLIER & ASSOCIATES INC1+ years Filed as: NAVELLIER & ASSOCIATES, INC. Service code 28 · EIN 88-0240393 | Investment Management | $79,179 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $72,548 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $69,917 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $45,037 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE, N.A. Service code 19 · EIN 72-0210640 | Securities Custodian | $45,007 |
HIGH LEVEL TECHNOLOGIES INC1+ years Filed as: HIGH LEVEL TECHNOLOGIES INC. Service code 16 · EIN 26-2309928 | Consulting | $31,224 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.70% | 5.13%-5.8pp | 4.74%-5.4pp | 7.18%-7.9pp |
| Employer contribution / active EE | $11,094 | $14,689-24.5% | $36,089-69.3% | $13,095-15.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |