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| Provider | Service type | Compensation |
|---|---|---|
TAHIA KHALIL3+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $83,653 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY Service code 28 · EIN 33-1023114 515 S. FLOWER STREET · LOS ANGELES, CA 90071 | Investment Management | $64,678 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY SUITE 1400 · NEW YORK, NY 10018 | Legal | $57,200 |
SAVI THOMAS3+ years Service code 30 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $53,773 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 STE 409 · TRENTON, NJ 08610 | Actuarial | $53,600 |
THE SEGAL COMPANY2 years 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, LLP3+ 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 |
FITZSIMMONS ABRAMS, LLP3+ years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 403 · WOODBURY, NY 11797 | Accounting | $40,096 |
LUISA SIERRA3+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $35,990 |
ACHRAF KAMEL3+ years Service code 30 · EIN 13-3505523 420 W 45TH ST 5TH FL · NEW YORK, NY 10036 | Employee (plan) | $29,672 |
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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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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.33% | 12.92%+1.4pp | 10.36%+4.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $772 | $14,070-94.5% | $37,738-98.0% | $14,688-94.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |