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| Provider | Service type | Compensation |
|---|---|---|
Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $182,700 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $146,144 |
Service code 28 · EIN 52-1200960 | Investment Management | $99,194 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $72,996 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 28 · EIN 20-0055624 | Investment Management | $59,538 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $50,640 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Service code 11 · EIN 26-3842522 | Actuarial | $50,000 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $44,889 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $34,755 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,219 |
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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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | -2.71% | 18.69%-21.4pp | 10.60%-13.3pp | 37.74%-40.5pp |
| Employer contribution / active EE | $6,190 | $12,263-49.5% | $43,783-85.9% | $15,788-60.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |