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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $69,791 |
MARCIA FAWTHROP3+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $62,158 |
GERALD WESBECKER3+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $62,045 |
Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $60,140 |
PITTA LLP1 year Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $49,670 |
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $46,296 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
ARMAO LLP3+ years Service code 10 · EIN 46-2754053 | Accounting | $28,428 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $28,000 |
ROBERT SALTZSTEIN1 year Service code 29 · EIN 12-0262815 | Legal | $22,500 |
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Employer contribution per participant 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 | $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 | 7.02% | -1.12%+8.1pp | -2.18%+9.2pp | 0.19%+6.8pp |
| Employer contribution / active EE | $4,009 | $12,052-66.7% | $38,751-89.7% | $13,763-70.9% |
| 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% |