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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN PC Service code 29 · EIN 11-2340639 | Legal | $75,851 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA & CO. Service code 11 · EIN 11-2149653 | Actuarial | $45,370 |
WESTWOOD TRUST1+ years Service code 28 · EIN 75-1447785 | Investment Management | $36,219 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $32,601 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP US INC. Service code 28 · EIN 56-2475915 | Investment Management | $31,257 |
GCIU LOCAL 119B UNION1+ years Service code 30 · EIN 13-5274605 | Employee (plan) | $26,612 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $24,781 |
CLEARBROOK INVESTMENT1+ years Filed as: CLEARBROOK FINANCIAL Service code 27 · EIN 11-3290218 | Advisory (Plan) | $20,900 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $15,932 |
HILTON CAPITAL MANAGEMENT1+ years Filed as: HILTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-4193167 | Investment Management | $12,587 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | -2.87% | 5.68%-8.5pp | 4.74%-7.6pp | 4.56%-7.4pp |
| Employer contribution / active EE | $7,098 | $16,243-56.3% | $36,089-80.3% | $15,526-54.3% |
| 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% |