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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $248,697 |
Service code 11 · EIN 26-1370698 | Actuarial | $68,052 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $43,964 |
DEBORAH DANNER2 years Service code 30 · EIN 13-6594795 | Employee (plan) | $40,503 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $38,872 |
GLENN BURDETTE1 year Filed as: GLENN ZARR Service code 30 · EIN 13-6594795 | Employee (plan) | $34,566 |
SHARON HUANG8+ years Service code 30 · EIN 13-6594795 | Employee (plan) | $33,803 |
GAMCO ASSET MANAGEMENT8+ years Service code 28 · EIN 13-4044521 | Investment Management | $33,591 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $31,654 |
Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
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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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -17.28% | -7.97%-9.3pp | 0.46%-17.7pp | 39.77%-57.0pp |
| Employer contribution / active EE | $9,096 | $20,148-54.9% | $35,480-74.4% | $19,959-54.4% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |