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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 E 19TH STREET · CLEVLAND, OH 44114 | Investment Management | $51,760 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $33,882 |
Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $32,000 |
Filed as: BARNES, ICCARINO, AND SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $27,500 |
FITZSIMMONS ABRAMS, LLP5 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 17600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $25,000 |
REYNOLDS CONSULTING SERVICES5 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $14,334 |
AMERICAN FUNDS5 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 | $11,941 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $8,368 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.77% | -8.26%-3.5pp | -5.85%-5.9pp | 2.77%-14.5pp |
| Employer contribution / active EE | $5,938 | $12,543-52.7% | $31,839-81.4% | $15,262-61.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |