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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $208,604 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $69,513 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $66,153 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $63,117 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $55,222 |
SHARON HUANG1+ years Service code 30 · EIN 13-6594795 | Direct payment from the plan; Employe... | $39,828 |
Service code 10 · EIN 13-2665700 | Accounting | $35,876 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $32,848 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANT Service code 50 · EIN 11-2559669 | Direct Payment | $27,996 |
MAUREEN DOHERTY1+ years Filed as: MAUREEN C THOMPSON Service code 30 · EIN 13-6594795 | Direct payment from the plan; Employe... | $25,948 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -2.07% | -0.74%-1.3pp | -1.08%-1.0pp | -0.60%-1.5pp |
| Employer contribution / active EE | $3,666 | $12,555-70.8% | $35,779-89.8% | $12,272-70.1% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |