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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $889,859 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $161,956 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $148,050 |
FEELEY & DRISCOLL, PC1+ years Service code 10 200 PORTLAND STREET · BOSTON, MA 02114 | Accounting | $94,180 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 4064 COLONY ROAD, #300 · CHARLOTTE, NC 28211 | Investment Management | $59,618 |
GOLDMAN SACHS1+ years Filed as: DSM CAPITAL PARTNERS Service code 28 116 RADIO CIR DRIVE, #200 · MT. KISCO, NY 10549 | Investment Management | $44,267 |
SHARON HUANG1+ years Service code 30 · EIN 13-3628926 | Employee (plan); Direct payment from ... | $41,540 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 99 SUMMER STREET, #1900 · BOSTON, MA 02110 | Investment Management | $39,563 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $37,689 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $36,612 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 1554.38% | 1.67%+1552.7pp | 1.50%+1552.9pp | 1.67%+1552.7pp |
| Employer contribution / active EE | $10,760 | $10,506+2.4% | $37,746-71.5% | $10,506+2.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |