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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON1 year Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $49,830 |
AMALGAMATED4+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $45,190 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,500 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $23,335 |
CARY KANE LLP4+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $19,815 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $18,750 |
GLANSTEIN, LLP4+ years Service code 29 · EIN 27-4387560 | Legal | $15,500 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 1 PWNNSYLVANIA PLAZA 3500 · NEW YORK, NY 10119 | Accounting | $13,388 |
EATON VANCE4+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $5,746 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 3.85% | 10.27%-6.4pp | 10.56%-6.7pp | 53.27%-49.4pp |
| Employer contribution / active EE | $2,077 | $12,273-83.1% | $30,199-93.1% | $14,774-85.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |