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| Provider | Service type | Compensation |
|---|---|---|
PHARO GLOBAL ADVISORS LTD2 years Service code 28 | Investment Management | $531,977 |
Service code 28 · EIN 04-2895544 | Investment Management | $308,805 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $223,221 |
SUSETTE STONE3+ years Service code 30 · EIN 13-5660090 | Direct payment from the plan; Employe... | $213,934 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAEUR ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $198,543 |
SDBWU LOCAL 812 UNION3+ years Service code 49 · EIN 13-5045803 | Other Services | $189,532 |
STANDARD LIFE INVESTMENTS2 years Filed as: STANDARD LIFE INVESTMENTS LTD. Service code 28 | Investment Management | $184,394 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $165,277 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $150,915 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $142,225 |
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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% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 8.31% | 8.57%-0.3pp | -0.41%+8.7pp | 33.37%-25.1pp |
| Employer contribution / active EE | $11,409 | $3,885+193.7% | $15,396-25.9% | $11,253+1.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |