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| Provider | Service type | Compensation |
|---|---|---|
TFA2+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $57,040 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $49,664 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT Service code 27 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $33,195 |
RBT CPAS, LLP1 year Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $30,610 |
Filed as: SANTA BARBARA (US BANK) Service code 27 50 S 16TH ST, SUITE 2000 · PHILADELPHIA, PA 19102 | Advisory (Plan) | $27,498 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $27,325 |
ULLICO2+ years Service code 27 1625 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $16,766 |
SPECTRUM PENSION & COMPENSATION2+ years Service code 17 · EIN 14-1764716 11 RACQUET ROAD · NEWBURGH, NY 12550 | Pension Consulting | $9,750 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES PC Service code 29 333 EAST RIVER DR, ST 101 · EAST HARTFORD, CT 06108 | Legal | $7,938 |
COMPUDAT SYSTEMS1 year Service code 49 259 MAIN ST · NEW PALTZ, NY 12561 | Other Services | $5,050 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.93% | 3.49%+3.4pp | 4.16%+2.8pp | 7.18%-0.3pp |
| Employer contribution / active EE | $21,725 | $11,083+96.0% | $29,966-27.5% | $13,095+65.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |