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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVLAND, OH 44114 | Advisory (Plan) | $151,689 |
FITZSIMMONS ABRAMS, LLP1 year Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 403 · WOODBURY, NY 11797 | Accounting | $108,406 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 1825 NW CORPORATE BLVD300 · BOCA RATON, FL 33431 | Investment Management | $86,289 |
LEGG MASON3+ years Filed as: LEGG MASON & CO LLC Service code 28 55 WATER STREET STE 32 · NEW YORK, NY 10041 | Investment Management | $61,443 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $50,936 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $36,500 |
MARKOWITZ & RICHMAN1 year Filed as: MARKOWITZ AND RICHMAN LLP Service code 29 · EIN 23-2111581 121 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $29,989 |
LISA PARISI3+ years Service code 30 · EIN 13-1626710 100 MERRICK ROAD STE500W · ROCKVILLE CENTRE, NY 11570 | Employee (plan) | $29,962 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $26,350 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $21,000 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.89% | 13.03%-0.1pp | 10.36%+2.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $14,279 | $15,779-9.5% | $37,738-62.2% | $16,539-13.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |