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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $275,240 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4044521 | Investment Management | $58,605 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $55,127 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $47,711 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $44,234 |
SHARON HUANG2+ years Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $39,278 |
MAUREEN DOHERTY2+ years Filed as: MAUREEN C THOMPSON Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $37,419 |
Service code 10 · EIN 47-0900880 | Accounting | $35,500 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $29,798 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANT Service code 50 · EIN 11-2559669 | Direct Payment | $27,996 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.26% | 4.08%+3.2pp | 3.97%+3.3pp | 11.88%-4.6pp |
| Employer contribution / active EE | $40,428 | $19,692+105.3% | $28,168+43.5% | $14,612+176.7% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |