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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $460,638 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $147,713 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 14-4044521 | Investment Management | $129,734 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $90,592 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL EDMONDS Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $61,759 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $55,106 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT GLOBAL INVESTMENT MGMT Service code 28 · EIN 98-0465834 | Investment Management | $50,976 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $50,441 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $47,087 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANTS, INC Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $43,332 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $82,591-100.0% | $219,249-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 30.0%-30.0pp | 0.8%-0.8pp |
| Annual return | -2.57% | -0.60%-2.0pp | 1.50%-4.1pp | -0.60%-2.0pp |
| Employer contribution / active EE | $10,982 | $12,272-10.5% | $37,746-70.9% | $12,272-10.5% |
| Participant deferral / active EE | $0 | $416-100.0% | $87-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $0 | $717-100.0% |