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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 02-0712418 | Investment Management | $115,411 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4044521 | Investment Management | $94,568 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $55,363 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $45,000 |
Service code 16 · EIN 26-3842522 | Consulting | $44,000 |
SHARON HUANG2+ years Service code 30 · EIN 13-6567546 | Direct payment from the plan; Employe... | $41,142 |
Service code 10 · EIN 47-0900880 | Accounting | $35,500 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $32,315 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-2535703 | Securities Custodian | $32,213 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $31,417 |
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Employer contribution per participant 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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.82% | 4.38%+2.4pp | 4.72%+2.1pp | 7.18%-0.4pp |
| Employer contribution / active EE | $1,471 | $13,406-89.0% | $30,821-95.2% | $13,095-88.8% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |