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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $100,847 |
HARDING LOEVNER LP3 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $72,239 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $61,471 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $56,918 |
GLEN CAMISA3 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $56,541 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $54,319 |
COLLERAN, O'HARA & MILLS LLP3 years Service code 29 · EIN 11-2940050 | Legal | $50,800 |
RICHIE KNICE3 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $46,335 |
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $42,000 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $40,683 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.85% | -0.94%-2.9pp | -2.18%-1.7pp | 33.37%-37.2pp |
| Employer contribution / active EE | $6,599 | $12,464-47.1% | $38,751-83.0% | $11,253-41.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |