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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA AND COMPANY INC Service code 11 · EIN 13-3879959 60 BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $221,354 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 84-6391546 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Mgmt Fees | $67,239 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY - SUITE 1400 · NEW YORK, NY 10018 | Legal | $42,396 |
SAMUEL GOLDSTEIN & CO PC2+ years Filed as: SAMUEL GOLDSTEIN & CO, P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $40,144 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 51 · EIN 36-3792197 ONE SOUTH WACKER DRIVE - SUITE 2700 · CHICAGO, IL 60606 | Investment Mgmt Fees | $34,608 |
C.S. MCKEE, L.P.2+ years Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER - 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $21,445 |
Filed as: INVESTING CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $18,600 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $15,105 |
Filed as: BARING INTERNATIONAL INVESTMENT Service code 51 · EIN 98-0241935 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Investment Mgmt Fees | $13,118 |
M&T INVESTMENT GROUP2+ years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $11,000 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 5.63% | 4.38%+1.2pp | 4.72%+0.9pp | 7.18%-1.6pp |
| Employer contribution / active EE | $2,881 | $13,406-78.5% | $30,821-90.7% | $13,095-78.0% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |