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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $86,185 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 02-0712418 | Investment Management | $74,141 |
Filed as: HORIZON ACTUARIAL SERVICE, LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $72,040 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $45,000 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $41,363 |
TOCQUEVILLE ASSET MANAGEMENT2 years Service code 28 · EIN 13-3547557 | Investment Management | $36,459 |
Service code 15 · EIN 13-2535703 | Recordkeeping | $34,085 |
GAMCO ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4044521 | Investment Management | $32,417 |
SHARON HUANG5+ years Service code 30 · EIN 13-6567546 | Employee (plan); Direct payment from ... | $29,542 |
Service code 20 · EIN 13-2549504 | Direct payment from the plan; Trustee... | $24,000 |
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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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 14.00% | 16.35%-2.3pp | 10.78%+3.2pp | 53.27%-39.3pp |
| Employer contribution / active EE | $1,293 | $11,482-88.7% | $41,857-96.9% | $14,774-91.2% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |