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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $712,086 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $141,125 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 14-4044521 | Investment Management | $120,492 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $73,656 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL EDMONDS Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $58,577 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $46,638 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $46,102 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANTS, INC Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $45,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $44,208 |
SHARON HUANG2+ years Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $40,142 |
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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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 7.90% | 7.18%+0.7pp | 2.89%+5.0pp | 7.18%+0.7pp |
| Employer contribution / active EE | $17,073 | $13,095+30.4% | $39,831-57.1% | $13,095+30.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |