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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.5 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 14 WALL STREET · NEW YORK, NY 10005 | Legal | $41,634 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $38,010 |
WAGNER & ZWERMAN LLP7+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $17,107 |
GAMCO ASSET MANAGEMENT6 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $16,733 |
MOGILA LAW GROUP1 year Filed as: MOGILA LAW GROUP LLC Service code 29 · EIN 87-2593727 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $15,000 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & COMPANY Service code 27 · EIN 22-2361254 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $8,580 |
US BANK7+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET, STE 210 · LOS ANGELES, CA 90012 | Securities Custodian | $5,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $202,277-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 30.0%-30.0pp | - |
| Annual return | 6.80% | 59.12%-52.3pp | 8.88%-2.1pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $42,607-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $94-100.0% | - |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |