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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $454,363 |
ANNE DESROSIERS2 years Filed as: ANNE ZEISLER Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $351,492 |
WINMILL SOFTWARE INC3+ years Filed as: WINMILL SOFTWARE INC. Service code 16 · EIN 52-2247044 | Consulting | $254,700 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $242,491 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-3494495 | Legal | $219,183 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $218,601 |
SYNTONIC SYSTEMS, INC.3+ 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 | Employee (plan); Direct payment from ... | $202,315 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $201,798 |
THE SEGAL COMPANY3+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $185,321 |
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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 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 11.85% | 1057.21%-1045.4pp | 9.60%+2.2pp | 1057.21%-1045.4pp |
| Employer contribution / active EE | $2,338 | $14,374-83.7% | $45,595-94.9% | $14,374-83.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |