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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 | $57,472 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $41,741 |
FITZSIMMONS ABRAMS, LLP6 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 17600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $40,672 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $36,517 |
Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $32,000 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 1345 6TH AVE 43RD FL · NEW YORK, NY 10105 | Investment Management | $28,733 |
Filed as: BARNES, ICCARINO, AND SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $27,000 |
REYNOLDS CONSULTING SERVICES6 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $14,764 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 14.88% | 7.15%+7.7pp | 20.18%-5.3pp | 37.74%-22.9pp |
| Employer contribution / active EE | $4,324 | $13,270-67.4% | $29,108-85.1% | $15,788-72.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |