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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $337,377 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 16-0995736 | Investment Management | $333,298 |
MD SASS1+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $330,352 |
JOSEPH STERN CPA1+ years Filed as: JOSEPH M STERN, CPA Service code 10 · EIN 11-2767324 | Accounting | $89,318 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA AND MILLS Service code 29 · EIN 11-2326314 | Legal | $88,778 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $88,663 |
MARK NARDELLA1+ years Service code 30 · EIN 13-6178514 | Recordkeeping fees; Employee (plan) | $83,641 |
FOX ASSET MANAGEMENT1+ years Filed as: FOX ASSET MANAGEMENT LLC Service code 28 · EIN 22-3828813 | Investment Management | $83,427 |
PATRICK MCCULLOUGH1+ years Filed as: PATRICK DOHERTY Service code 30 · EIN 13-6178514 | Recordkeeping fees; Employee (plan) | $83,308 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS LUSARDI II Service code 30 · EIN 13-6178514 | Employee (plan); Recordkeeping fees | $78,917 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.66% | 1.36%-3.0pp | -1.61%-0.1pp | 1.67%-3.3pp |
| Employer contribution / active EE | $19,883 | $10,832+83.6% | $30,840-35.5% | $10,506+89.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |