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| Provider | Service type | Compensation |
|---|---|---|
TAHIA KHALIL2+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $85,000 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY SUITE 1400 · NEW YORK, NY 10018 | Legal | $63,337 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 STE 409 · TRENTON, NJ 08610 | Actuarial | $54,380 |
SAVI THOMAS2+ years Service code 30 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $51,080 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 333 W 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $45,000 |
B VAL CPAS & ADVISORS, LLP2+ years Filed as: VAL EDWARDS Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $41,426 |
FITZSIMMONS ABRAMS, LLP2+ years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 403 · WOODBURY, NY 11797 | Accounting | $40,854 |
LUISA SIERRA2+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $35,550 |
ACHRAF KAMEL2+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $31,137 |
DANIEL H. COOK ASSOCIATES, INC2+ 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 | $29,615 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.71% | 6.13%-0.4pp | 4.74%+1.0pp | 9.19%-3.5pp |
| Employer contribution / active EE | $832 | $10,206-91.8% | $36,089-97.7% | $12,608-93.4% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |