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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $114,666 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $87,332 |
ROSALBA PEREZ1 year Service code 14 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Plan Administrator | $56,236 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $51,105 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $48,751 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN ADVISERS, INC. Service code 27 · EIN 94-2990534 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Advisory (Plan) | $45,868 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $41,024 |
YESENIA MARES3+ years Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $34,977 |
JEAN ADAMS-MENCIK3+ years Filed as: JEAN EDY JOSEPH Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $26,919 |
TPA CORPORATION3+ years Service code 16 · EIN 13-3329882 531 ROUTE 52 SUITE 2 · 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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.30% | 11.16%-1.9pp | 10.36%-1.1pp | 10.41%-1.1pp |
| Employer contribution / active EE | $4,261 | $16,610-74.3% | $37,738-88.7% | $14,691-71.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |