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| Provider | Service type | Compensation |
|---|---|---|
PHARO GLOBAL ADVISORS LTD4 years Service code 28 | Investment Management | $1,280,132 |
Service code 28 · EIN 04-2895544 | Investment Management | $309,401 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $257,261 |
SUSETTE STONE5+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $225,354 |
KELLEY DRYE & WARREN LLP2 years Service code 29 · EIN 13-5335107 | Legal | $192,834 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $164,582 |
SDBWU LOCAL 812 UNION5+ years Service code 49 · EIN 13-5045803 | Other Services | $152,392 |
GOLDMAN SACHS5+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $141,063 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $135,408 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $133,790 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 3.23% | 11.99%-8.8pp | 10.57%-7.3pp | 12.86%-9.6pp |
| Employer contribution / active EE | $12,851 | $6,238+106.0% | $18,335-29.9% | $13,687-6.1% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |