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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $384,966 |
THE SEGAL COMPANY2+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $347,960 |
ANNE DESROSIERS1 year Filed as: ANNE ZEISLER Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $344,842 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $282,746 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $242,064 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $228,110 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-3494495 | Legal | $208,301 |
SYNTONIC SYSTEMS, INC.2+ years Filed as: SYNTONIC SYSTEMS INC. Service code 16 · EIN 13-2925049 | Consulting | $204,000 |
Filed as: JOHN HEIM Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $198,521 |
THE SEGAL COMPANY2+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $180,272 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 7.47% | 10.64%-3.2pp | 3.99%+3.5pp | 10.64%-3.2pp |
| Employer contribution / active EE | $2,217 | $11,561-80.8% | $38,279-94.2% | $11,561-80.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |