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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA DEPASCALE2 years Service code 30 · EIN 13-6068885 | Direct payment from the plan; Employe... | $80,343 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $31,895 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $31,833 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $31,694 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $22,014 |
SELIG MANAGEMENT, INC.10+ years Service code 49 · EIN 11-3345757 | Other Services | $20,843 |
THE SEGAL COMPANY9 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $17,547 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 54-1947440 | Investment Management | $13,756 |
ANTHONY M PONTARELLI CPA LLC10+ years Filed as: ANTHONY SIDOTI Service code 20 · EIN 13-6068885 | Direct payment from the plan; Trustee... | $12,000 |
GERALD WESBECKER10+ years Service code 20 · EIN 13-6068885 | Trustee (individual); Direct payment ... | $12,000 |
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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 5.89% | 9.77%-3.9pp | 7.43%-1.5pp | 9.77%-3.9pp |
| Employer contribution / active EE | $9,311 | $13,890-33.0% | $12,329-24.5% | $13,890-33.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $0 | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |