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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $123,191 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $64,352 |
DAHAB ASSOCIATES2 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $28,664 |
HIGH LEVEL TECHNOLOGIES INC2 years Service code 16 · EIN 26-2309928 | Consulting | $25,454 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $23,834 |
LAVELLE LAW & ASSOCIATES PC2 years Service code 29 · EIN 81-3811964 | Legal | $19,425 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $18,814 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $14,416 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $13,100 |
AMERICAN FUNDS2 years Filed as: CAPITAL ONE NA Service code 19 · EIN 72-0210640 | Securities Custodian | $8,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $82,546-50.5% | $140,019-70.8% | $75,289-45.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 5.20% | -0.36%+5.6pp | 651.17%-646.0pp | -0.04%+5.2pp |
| Employer contribution / active EE | $2,678 | $3,856-30.6% | $5,605-52.2% | $2,405+11.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $311 | $86+262.7% | $10,705-97.1% | $102+204.1% |