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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $112,690 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $107,508 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $103,455 |
PITTA LLP2 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $74,627 |
MARCIA FAWTHROP4+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $53,314 |
GERALD WESBECKER4+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $52,733 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $50,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
ROBERT SALTZSTEIN2 years Service code 29 · EIN 12-0262815 | Legal | $22,000 |
ADP BROKER-DEALER4+ years Filed as: ADP INC Service code 15 · EIN 22-1467904 | Recordkeeping | $7,937 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.62% | 33.70%-29.1pp | 14.64%-10.0pp | 53.27%-48.6pp |
| Employer contribution / active EE | $4,134 | $14,473-71.4% | $41,831-90.1% | $14,774-72.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |