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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $203,541 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $134,138 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $85,200 |
CONSULTING ACTUARIAL GROUP, INC.6+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $73,752 |
QUAN-VEST CONSULTANTS, INC.6+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $50,632 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $46,679 |
JOSEPH GRACE HOLDING, INC.3 years Filed as: JOSEPH GRACE HOLDINGS, INC. Service code 53 · EIN 11-3506712 | Insurance Commissions | $36,888 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $33,117 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $24,196 |
Service code 16 1040 CROWN POINTE PARKWAY, SUITE 56 · ATLANTA, GA 30338 | Consulting | $21,095 |
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Participant contribution per participant 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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 26.36% | 11.84%+14.5pp | 9.74%+16.6pp | 11.84%+14.5pp |
| Employer contribution / active EE | $10,127 | $17,339-41.6% | $39,474-74.3% | $17,339-41.6% |
| Participant deferral / active EE | $36 | $683-94.7% | $135-73.4% | $683-94.7% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |