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| Provider | Service type | Compensation |
|---|---|---|
MARCIA FAWTHROP8+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $110,629 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $103,941 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $87,588 |
RBC GLOBAL ASSET MANAGEMENT6 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $76,353 |
PITTA LLP6 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $54,056 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $50,014 |
THE SEGAL COMPANY6 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 LLC4 years Filed as: JP MORGAN CHASE BANK Service code 15 · EIN 13-3408600 | Recordkeeping | $15,213 |
Filed as: NY HOTEL AND GAMING TRADES COUNCIL Service code 50 · EIN 13-1098484 | Direct Payment | $11,388 |
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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 | $3,299,877-100.0% | $343,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 9.93% | 37.74%-27.8pp | 16.99%-7.1pp | 37.74%-27.8pp |
| Employer contribution / active EE | $6,001 | $15,788-62.0% | $26,485-77.3% | $15,788-62.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $8-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |