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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $110,854 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $48,859 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $46,694 |
HIGH LEVEL TECHNOLOGIES INC1+ years Filed as: HIGH LEVEL TECHNOLOGIES INC. Service code 16 · EIN 26-2309928 | Consulting | $26,980 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $26,000 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $20,831 |
Service code 29 · EIN 27-1592965 | Legal | $19,740 |
CAPTIAL BANK AND TRUST1+ years Filed as: CAPTIAL ONE, N.A. Service code 19 · EIN 72-0210640 | Securities Custodian | $18,920 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $14,679 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO.(EASTERN STATES)INC. Service code 11 · EIN 13-1835864 | Actuarial | $12,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,677 | $80,354-56.8% | $133,975-74.1% | $63,975-45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.62% | 13.11%-10.5pp | 29.29%-26.7pp | 48.65%-46.0pp |
| Employer contribution / active EE | $2,754 | $3,503-21.4% | $5,211-47.2% | $2,182+26.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $318 | $69+359.0% | $9,324-96.6% | $70+351.6% |