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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $151,462 |
FITZSIMMONS ABRAMS, LLP2 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $110,971 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD300 · BOCA RATON, FL 33431 | Investment Management | $97,768 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $67,556 |
LEGG MASON1 year Filed as: LEGG MASON & CO. LLC (CLEARBRIDGE) Service code 28 · EIN 01-0846058 55 WATER STREET SUITE 32 · NEW YORK, NY 10041 | Investment Management | $60,495 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $39,106 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $37,078 |
MARKOWITZ & RICHMAN2 years Filed as: MARKOWITZ AND RICHMAN LLP Service code 29 · EIN 23-2111581 121 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $35,536 |
LISA PARISI4+ years Service code 30 · EIN 13-1567895 100 MERRICK ROAD STE500W · ROCKVILLE CENTRE, NY 11570 | Employee (plan) | $34,759 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $27,126 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -0.43% | -1.12%+0.7pp | -2.18%+1.8pp | 0.19%-0.6pp |
| Employer contribution / active EE | $13,627 | $12,052+13.1% | $38,751-64.8% | $13,763-1.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |