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| Provider | Service type | Compensation |
|---|---|---|
HARBRIDGE CONSULTING GROUP, LLC2+ years Filed as: HARBRIDGE CONSULTING GROUP LLC Service code 11 · EIN 30-0192194 120 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Actuarial | $10,258 |
MORRISON COHEN LLP2+ years Filed as: MORRISON COHEN, LLP Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $8,371 |
FITZSIMMONS ABRAMS, LLP2+ years Service code 10 · EIN 13-2858927 59 EAST 54TH STREET · NEW YORK, NY 10022 | Accounting | $7,800 |
O'DWYER & BERNSTEIN, LLP2+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $2,500 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $406 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 509.37% | 3.93%+505.4pp | 4.74%+504.6pp | 4.16%+505.2pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |