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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICE, LLC Service code 11 · EIN 26-1370698 | Actuarial | $89,340 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $85,404 |
DEBORAH DANNER1 year Service code 30 · EIN 13-6567546 | Employee (plan) | $52,356 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 17 · EIN 11-2559669 | Pension Consulting | $45,374 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $41,866 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 02-0712418 | Investment Management | $40,224 |
SHARON HUANG6+ years Service code 30 · EIN 13-6567546 | Employee (plan) | $37,891 |
TOCQUEVILLE ASSET MANAGEMENT3 years Service code 28 · EIN 13-3547557 | Investment Management | $35,537 |
THE BANK OF NEW YORK MELLON6+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $33,300 |
JAMES A. REICHERT1 year Filed as: JAMES MOCERINO Service code 30 · EIN 13-6567546 | Employee (plan) | $25,953 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.39% | 15.15%-6.8pp | 10.57%-2.2pp | 11.45%-3.1pp |
| Employer contribution / active EE | $1,411 | $16,781-91.6% | $29,483-95.2% | $17,219-91.8% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |