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| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE, ROTH & ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $217,897 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $192,423 |
SUSETTE STONE1+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $192,038 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $182,275 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $167,704 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $130,860 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $129,023 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $128,702 |
GOLDMAN SACHS1+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $120,461 |
SDBWU LOCAL 812 UNION1+ years Service code 49 · EIN 13-5045803 | Other Services | $117,591 |
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Annual investment return 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% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | -4.21% | 13.53%-17.7pp | 18.87%-23.1pp | 9.19%-13.4pp |
| Employer contribution / active EE | $10,130 | $18,999-46.7% | $19,828-48.9% | $12,608-19.7% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |