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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $331,361 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $104,911 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $99,603 |
CONSULTING ACTUARIAL GROUP, INC.5+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $77,000 |
O'DWYER & BERNSTEIN, LLP5+ years Service code 29 · EIN 13-5286665 | Legal | $63,250 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $62,812 |
QUAN-VEST CONSULTANTS, INC.5+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $49,800 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $28,124 |
JOSEPH GRACE HOLDING, INC.2 years Filed as: JOSEPH GRACE HOLDINGS, INC. Service code 53 · EIN 11-3506712 | Insurance Commissions | $27,391 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $24,735 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | -4.70% | 8.23%-12.9pp | 10.03%-14.7pp | 627.08%-631.8pp |
| Employer contribution / active EE | $8,656 | $13,919-37.8% | $38,789-77.7% | $18,824-54.0% |
| Participant deferral / active EE | $213 | $596-64.4% | $74+185.9% | $418-49.1% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |