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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $56,825 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 E 19TH STREET · CLEVLAND, OH 44114 | Investment Management | $35,466 |
FITZSIMMONS ABRAMS, LLP2 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $33,500 |
Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $32,485 |
Filed as: BARNES, IACCARINO AND SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $27,000 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $13,334 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $11,051 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 18.48% | 18.13%+0.4pp | 14.64%+3.8pp | 16.32%+2.2pp |
| Employer contribution / active EE | $6,664 | $23,138-71.2% | $41,831-84.1% | $17,007-60.8% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |