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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $840,479 |
FRIEDMAN & ANSPACH8+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $248,938 |
Service code 11 · EIN 13-3879959 | Actuarial | $152,250 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO.,LLP Service code 10 · EIN 13-1578842 | Accounting | $109,681 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1043704 | Legal | $87,473 |
DICKINSON WRIGHT PLLC8+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $87,122 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $58,333 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $43,548 |
Service code 11 · EIN 26-3842522 | Actuarial | $39,167 |
LOOMIS SAYLES2 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $22,643 |
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 | $116,130-100.0% | $7,193,366-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.9%-55.9pp |
| Annual return | -6.11% | 27.03%-33.1pp | 78.53%-84.6pp | 24.44%-30.6pp |
| Employer contribution / active EE | $0 | $39,215-100.0% | $31,607-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |