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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $37,197 |
MOGILA LAW GROUP2 years Filed as: MOGILA LAW GROUP LLC Service code 29 · EIN 87-2593727 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $36,000 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Accounting | $20,500 |
GAMCO ASSET MANAGEMENT7 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $18,312 |
MADISON CONSULTING GROUP1 year Service code 13 · EIN 06-1637187 1823 EAST FORT KING STREET, STE 103 · OCALA, FL 34471 | Contract Administrator | $10,519 |
CADARET GRANT & CO INC2 years Filed as: CADARET, GRANT & COMPANY Service code 27 · EIN 22-2361254 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $7,065 |
US BANK8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $113,800-100.0% | $104,068-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.4%-44.4pp |
| Annual return | -14.78% | -9.74%-5.0pp | -10.12%-4.7pp | -14.65%-0.1pp |
| Employer contribution / active EE | $0 | $52,677-100.0% | $47,166-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,631-100.0% |