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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.4+ years Filed as: SAVASTA AND COMPANY INC Service code 13 · EIN 13-3879959 SIXTY BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Contract Administrator | $366,000 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $77,958 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $63,729 |
SAMUEL GOLDSTEIN & CO PC3 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 | $40,981 |
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 |
C.S. MCKEE, L.P.4+ 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 | $17,946 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $13,597 |
RAAB, STURM & GANCHROW, LLP4+ years Service code 29 · EIN 13-1566077 2125 CENTER AVENUE, SUITE 100 · FORT LEE, NJ 07024 | Legal | $10,633 |
M&T INVESTMENT GROUP4+ years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $7,462 |
MANNING & RUSSO LLC4+ years Filed as: MANNING & RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD ROAD · BRONXVILLE, NY 10708 | Legal | $5,142 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.84% | -1.12%-2.7pp | -2.18%-1.7pp | 0.19%-4.0pp |
| Employer contribution / active EE | $3,105 | $12,052-74.2% | $38,751-92.0% | $13,763-77.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |