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| Provider | Service type | Compensation |
|---|---|---|
CSG PARTNERS2+ years Service code 17 40 FULTON STREET · NEW YORK, NY 10038 | Pension Consulting | $0 |
DORFMAN ABRAMS MUSIC, LLC2+ years Service code 10 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Accounting | $0 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: FOCUS PENSION, LLC Service code 17 40 FULTON STREET, 6TH FLOOR · NEW YORK, NY 10038 | Pension Consulting | $0 |
Filed as: HORIZON TRUST & INVESTMENT MGMT Service code 19 515 FRANKLIN STREET · MICHIGAN CITY, IN 46360 | Securities Custodian | $0 |
MEYERS BROTHERS KALICKA, PC2+ years Filed as: MEYERS, PIA, HARRISON Service code 34 ONE AUDUBON ST, 3RD FL · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $0 |
MORRISON COHEN LLP2+ years Filed as: MORRISON COHEN Service code 29 909 3RD AVE · NEW YORK, NY 10022 | Legal | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,435 | $52,306-62.8% | $69,779-72.1% | $62,881-69.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -64.86% | 13.35%-78.2pp | 12.99%-77.8pp | 20.14%-85.0pp |
| Employer contribution / active EE | $41,624 | $1,799+2213.7% | $2,338+1680.1% | $2,281+1724.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $281 | $3,691-92.4% | $4,381-93.6% | $4,296-93.4% |