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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $154,279 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $100,912 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $52,719 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $49,468 |
ROSALBA PEREZ2+ years Filed as: ROSALBA PEREZ-PENA Service code 14 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Plan Administrator | $47,621 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN ADVISERS, INC. Service code 27 · EIN 94-2990534 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Advisory (Plan) | $37,338 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $37,003 |
YESENIA MARES2+ years Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $33,511 |
PIERRE J. BOUTIN2+ years Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $26,852 |
TPA CORPORATION2+ years Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $18,000 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 6.07% | 5.68%+0.4pp | 4.74%+1.3pp | 4.56%+1.5pp |
| Employer contribution / active EE | $3,988 | $16,243-75.4% | $36,089-88.9% | $15,526-74.3% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |