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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA AND COMPANY INC Service code 13 · EIN 13-3879959 SIXTY BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Contract Administrator | $348,000 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 51 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 100133934 | Investment Mgmt Fees | $55,721 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $44,502 |
SAMUEL GOLDSTEIN & CO PC1+ years Filed as: SAMUEL GOLDSTEIN & CO, P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $41,512 |
MADISON INVESTMENT ADVISORS1+ years Filed as: BROADVIEW ADVISORS, LLC Service code 51 · EIN 39-2020480 333 E. KILBOURN AVE · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $38,559 |
C.S. MCKEE, L.P.1+ years Filed as: C. S. MCKEE, L.P. Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER, 8TH FLOOR · PITTSBURGH, PA 15239 | Investment Mgmt Fees | $20,026 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 51 · EIN 51-0368279 1735 MARKET ST., 32ND FLOOR · PHILADELPHIA, PA 19103 | Investment Mgmt Fees | $19,630 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $18,600 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $15,593 |
MANNING & RUSSO LLC1+ years Filed as: MANNING & RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD ROAD · BRONXVILLE, NY 10708 | Legal | $12,170 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.97% | 0.06%-2.0pp | -0.81%-1.2pp | -0.60%-1.4pp |
| Employer contribution / active EE | $2,112 | $14,206-85.1% | $38,425-94.5% | $12,272-82.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |