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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $145,596 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 02-0712418 | Investment Management | $107,739 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $74,880 |
Service code 16 · EIN 26-3842522 | Consulting | $51,074 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $45,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $38,844 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-2535703 | Securities Custodian | $37,899 |
SHARON HUANG3+ years Service code 30 · EIN 13-6567546 | Direct payment from the plan; Employe... | $35,680 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $33,978 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $27,557 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 9.45% | 11.16%-1.7pp | 14.20%-4.7pp | 23.90%-14.4pp |
| Employer contribution / active EE | $1,459 | $17,064-91.4% | $27,968-94.8% | $16,539-91.2% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |