Filed April 16, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HARPER DANESH LLC4 years Filed as: HARPER DANESH, LLC Service code 11 399 ALEXANDER STREET · NEW YORK, NY 14607 | Actuarial | $51,777 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $30,297 |
ARMANINO LLP5 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $26,935 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $11,422 |
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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 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | 11.94% | 8.41%+3.5pp | 8.41%+3.5pp | 13.05%-1.1pp |
| Employer contribution / active EE | $29,625 | $45,693-35.2% | $41,333-28.3% | $37,664-21.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |