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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $1,119,146 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $459,554 |
Filed as: FIRST REPUBLIC SECURITIES CO. Service code 28 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $456,136 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $430,240 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $267,120 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $256,378 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $244,548 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 28 · EIN 04-1590850 | Investment Management | $190,174 |
GOLDMAN SACHS2+ years Filed as: DSM CAPITAL PARTNERS Service code 28 116 RADIO CIR DRIVE, #200 · MT. KISCO, NY 10549 | Investment Management | $187,741 |
Service code 28 · EIN 13-4194623 | Investment Management | $178,987 |
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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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 6.03% | 9.19%-3.2pp | 2.89%+3.1pp | 9.19%-3.2pp |
| Employer contribution / active EE | $7,780 | $12,608-38.3% | $39,831-80.5% | $12,608-38.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |