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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCHER BYINGTON GLENNON, LLP Service code 29 1 HUNTINGTON QUAD · MELVILLE, NY 11747 | Legal | $110,176 |
Service code 11 · EIN 26-3842522 | Actuarial | $34,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $22,004 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $1,454 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $409,661-100.0% | $161,673-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.7%-41.7pp | 1.7%-1.7pp |
| Annual return | -4.69% | 627.08%-631.8pp | 9.65%-14.3pp | 627.08%-631.8pp |
| Employer contribution / active EE | $1,602 | $18,824-91.5% | $27,458-94.2% | $18,824-91.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $33-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $23,561-100.0% | $1,923-100.0% |