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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $92,061 |
VOYAGER ASSET MANAGEMENT2+ years Filed as: VOYAGER CAPITAL MANAGEMENT Service code 51 875 TOWNLINE ROAD, SUITE 100 · LAKE GENEVA, WI 53147 | Investment Mgmt Fees | $75,893 |
GERALD WESBECKER2+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Direct payment from the plan; Employe... | $67,003 |
MARCIA FAWTHROP2+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Direct payment from the plan; Employe... | $63,787 |
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 | Accounting | $47,587 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-6195557 | Securities Custodian | $44,184 |
ROBERT SALTZSTEIN, ESQ.2+ years Service code 29 · EIN 13-3027446 | Legal | $24,000 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $19,804 |
ADP BROKER-DEALER2+ years Filed as: ADP INC Service code 15 1 PENN PLAZA · NEW YORK, NY 10119 | Recordkeeping | $7,428 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 7.64% | 13.03%-5.4pp | 10.36%-2.7pp | 23.90%-16.3pp |
| Employer contribution / active EE | $3,600 | $15,779-77.2% | $37,738-90.5% | $16,539-78.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |