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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $910,732 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 16 · EIN 26-1370698 | Consulting | $110,193 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $71,012 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $57,991 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $51,250 |
TOCQUEVILLE ASSET MANAGEMENT2 years Service code 28 · EIN 13-3547557 | Investment Management | $43,575 |
DEBORAH DANNER1 year Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $38,824 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $38,477 |
MAUREEN DOHERTY1 year Filed as: MAUREEN CLARKE-THOMPSON Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $34,731 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $34,103 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 12.33% | 53.27%-40.9pp | 50.81%-38.5pp | 53.27%-40.9pp |
| Employer contribution / active EE | $10,887 | $14,774-26.3% | $42,739-74.5% | $14,774-26.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |