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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC9+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $83,917 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 13-6121370 | Securities Custodian | $55,000 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $50,197 |
CONGRESS ASSET MANAGEMENT9+ years Service code 28 · EIN 04-2848965 | Investment Management | $49,601 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1836864 | Actuarial | $46,043 |
AMERICAN REALTY ADVISORS1 year Filed as: AN AMERICAN COMPANY Service code 49 47 14 32ND PL · LONG ISLAND CITY, NY 11101 | Other Services | $21,500 |
COLLERAN, O'HARA & MILLS LLP9+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $19,396 |
Service code 29 · EIN 82-4935807 | Legal | $19,000 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $16,887 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 16.60% | 146.80%-130.2pp | 20.18%-3.6pp | 22.81%-6.2pp |
| Employer contribution / active EE | $30,660 | $13,016+135.6% | $29,108+5.3% | $18,290+67.6% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |