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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $285,734 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 16 · EIN 26-1370698 | Consulting | $118,351 |
MAUREEN DOHERTY3 years Filed as: MAUREEN CLARKE-THOMPSON Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $52,678 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $49,809 |
GAMCO ASSET MANAGEMENT7+ years Service code 28 · EIN 14-4044521 | Investment Management | $48,097 |
TOCQUEVILLE ASSET MANAGEMENT4 years Service code 28 · EIN 13-3547557 | Investment Management | $47,414 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $47,244 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $41,828 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $41,153 |
SHARON HUANG7+ years Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $32,902 |
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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 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 18.41% | 13.24%+5.2pp | 8.88%+9.5pp | 13.24%+5.2pp |
| Employer contribution / active EE | $10,435 | $14,616-28.6% | $42,607-75.5% | $14,616-28.6% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |