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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $862,910 |
Filed as: FIRST REPUBLIC SECURITIES Service code 28 · EIN 88-0157485 | Investment Management | $531,436 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $377,763 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $343,815 |
Service code 28 · EIN 13-4194623 | Investment Management | $292,762 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 590 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $228,351 |
GOLDMAN SACHS4+ years Filed as: DSM CAPITAL PARTNERS Service code 28 · EIN 31-1770164 | Investment Management | $207,643 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $179,665 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $168,338 |
POLEN CAPITAL2 years Service code 28 · EIN 26-0319356 | Investment Management | $161,686 |
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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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -5.45% | 33.37%-38.8pp | 83.75%-89.2pp | 33.37%-38.8pp |
| Employer contribution / active EE | $4,092 | $11,253-63.6% | $41,592-90.2% | $11,253-63.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |