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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $301,499 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $53,482 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 13-4044521 | Investment Management | $46,727 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $41,956 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $38,909 |
MAUREEN DOHERTY1 year Filed as: MAUREEN C CLARKE-THOMPSON Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $37,211 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $35,347 |
Service code 28 · EIN 34-1922005 | Investment Management | $29,774 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,996 |
SHARON HUANG4+ years Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $25,923 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -4.48% | -0.95%-3.5pp | -0.67%-3.8pp | -0.69%-3.8pp |
| Employer contribution / active EE | $6,055 | $18,555-67.4% | $31,731-80.9% | $16,786-63.9% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |