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| Provider | Service type | Compensation |
|---|---|---|
MARCIA FAWTHROP7+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $114,493 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $99,440 |
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $92,427 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $66,956 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $50,000 |
PITTA LLP5 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $47,506 |
Service code 50 · EIN 13-1098484 | Direct Payment | $45,626 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
Filed as: ELLENOFF, GROSSMAN & SCHOLE, LLP Service code 29 · EIN 13-3643185 | Legal | $24,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 15 · EIN 13-3408600 | Recordkeeping | $14,752 |
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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 | $164,233-100.0% | $344,859-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -13.39% | 2.77%-16.2pp | -8.04%-5.4pp | 2.77%-16.2pp |
| Employer contribution / active EE | $5,980 | $15,262-60.8% | $29,691-79.9% | $15,262-60.8% |
| Participant deferral / active EE | $0 | $691-100.0% | $13-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $388-100.0% | $1,015-100.0% |