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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $353,927 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 16 · EIN 26-1370698 | Consulting | $87,425 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW ANDERSON Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $76,616 |
Service code 27 · EIN 11-2559669 | Advisory (Plan) | $47,244 |
SHANAE JOHNSON1 year Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $45,598 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $44,988 |
CAROL NAGY1 year Filed as: CAROL A. FRANKLIN Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $44,399 |
TOCQUEVILLE ASSET MANAGEMENT5 years Service code 28 · EIN 13-3547557 | Investment Management | $43,838 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $42,096 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $38,477 |
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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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -14.20% | 2.78%-17.0pp | -10.12%-4.1pp | 2.78%-17.0pp |
| Employer contribution / active EE | $12,614 | $15,276-17.4% | $47,166-73.3% | $15,276-17.4% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |