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| Provider | Service type | Compensation |
|---|---|---|
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY SUITE 1400 · NEW YORK, NY 10018 | Legal | $308,738 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 STE 409 · TRENTON, NJ 08610 | Actuarial | $54,580 |
TAHIA KHALIL1+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $51,849 |
SAVI THOMAS1+ years Service code 30 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $49,310 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 W 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $45,000 |
B VAL CPAS & ADVISORS, LLP1+ years Filed as: VAL EDWARDS Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $41,166 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 12 · EIN 11-2422843 253 WEST 35TH ST 12TH FL · NEW YORK, NY 10001 | Claims processing | $35,934 |
LUISA SIERRA1+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $33,683 |
FITZSIMMONS ABRAMS, LLP1+ years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 59 EAST 54TH ST STE 82 · NEW YORK, NY 10022 | Accounting | $31,976 |
ACHRAF KAMEL1+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $29,239 |
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Employer contribution per participant 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.63% | -0.09%-1.5pp | -0.81%-0.8pp | 1.67%-3.3pp |
| Employer contribution / active EE | $755 | $11,440-93.4% | $38,425-98.0% | $10,506-92.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |