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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $136,937 |
SITARA N HINES2 years Service code 30 · EIN 13-6179359 | Direct payment from the plan; Employe... | $44,016 |
FITZSIMMONS ABRAMS, LLP4 years Service code 10 · EIN 13-2858927 | Accounting | $39,464 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $36,917 |
ALEX A. BONILLA4 years Service code 30 · EIN 13-6179359 | Direct payment from the plan; Employe... | $33,142 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,756 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $12,000 |
NATHAN & BERNSTEIN CPA'S, PC3 years Service code 10 224 FRANKLIN STREET 19 · HEWLETT, NY 11557 | Accounting | $7,772 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,989 | $95,776+47.2% | $162,185-13.1% | $77,775+81.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 13.35% | 37.03%-23.7pp | 115.61%-102.3pp | 32.58%-19.2pp |
| Employer contribution / active EE | $8,058 | $3,874+108.0% | $5,613+43.6% | $2,504+221.8% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $294 | $88+235.0% | $10,844-97.3% | $100+193.5% |