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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $303,429 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $55,991 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $55,539 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $48,382 |
SHARON HUANG3+ years Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $35,243 |
MAUREEN DOHERTY3+ years Filed as: MAUREEN C THOMPSON Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $31,974 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $31,874 |
Service code 10 · EIN 13-2665700 | Accounting | $29,319 |
Filed as: QUAN VEST CONSULTANTS Service code 50 · EIN 11-2559669 | Direct Payment | $27,996 |
Service code 28 · EIN 34-1922005 | Investment Management | $27,536 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 12.06% | 10.88%+1.2pp | 9.39%+2.7pp | 13.95%-1.9pp |
| Employer contribution / active EE | $5,886 | $18,458-68.1% | $33,466-82.4% | $16,598-64.5% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |