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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $230,358 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $74,733 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $48,591 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $38,863 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $33,453 |
GAMCO ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4044521 | Investment Management | $32,413 |
Service code 28 · EIN 34-1922005 | Investment Management | $32,150 |
SHARON HUANG5+ years Service code 30 · EIN 13-6594795 | Employee (plan); Direct payment from ... | $29,986 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,996 |
TOCQUEVILLE ASSET MANAGEMENT4 years Service code 28 · EIN 13-3547557 | Investment Management | $24,497 |
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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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 17.39% | 12.11%+5.3pp | 12.93%+4.5pp | 16.32%+1.1pp |
| Employer contribution / active EE | $6,547 | $18,276-64.2% | $35,210-81.4% | $17,007-61.5% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |