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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $221,707 |
Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $194,055 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $87,460 |
PITTA LLP4+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $22,500 |
STROOCK & STROOCK & LAVAN4+ years Service code 29 · EIN 13-5539787 | Legal | $6,906 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -0.22% | -1.56%+1.3pp | -2.18%+2.0pp | 10.56%-10.8pp |
| Employer contribution / active EE | $107,949 | $15,244+608.1% | $38,751+178.6% | $13,643+691.2% |
| Participant deferral / active EE | $1,011 | $27+3663.8% | $151+569.1% | $62+1526.9% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |