Filed March 30, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $124,497 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C & R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $56,888 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM INC Service code 11 · EIN 26-3842522 | Actuarial | $28,559 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANTS INC Service code 28 · EIN 11-2559669 | Investment Management | $27,492 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $25,716 |
O'DWYER & BERNSTEIN, LLP1+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 | Legal | $19,850 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT LP Service code 28 · EIN 22-3367558 | Investment Management | $13,209 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $9,101 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $8,787 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | -2.10% | 4.80%-6.9pp | 7.98%-10.1pp | 4.56%-6.7pp |
| Employer contribution / active EE | $6,478 | $12,906-49.8% | $23,724-72.7% | $15,526-58.3% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |