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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $202,960 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $108,582 |
CONSULTING ACTUARIAL GROUP, INC.10+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $54,500 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $52,650 |
FUIMAN MOGILA, LLP1 year Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $51,975 |
QUAN-VEST CONSULTANTS, INC.10+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $47,938 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $25,817 |
Filed as: MARSHALL & MOSS Service code 13 1400 OLD COUNTRY RD., 406 · WESTBURY, NY 11590 | Contract Administrator | $25,750 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 | Investment Management | $21,205 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $17,055 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $440,923-100.0% | $440,923-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 39.2%-39.2pp |
| Annual return | 32.97% | 7.79%+25.2pp | 8.94%+24.0pp | 13.91%+19.1pp |
| Employer contribution / active EE | $0 | $39,379-100.0% | $36,999-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $2,072-100.0% | $41,846-100.0% |