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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER, P.L.L.C Service code 29 805 15TH ST. NW STE. 1000 · WASHINGTON, DC 20005 | Legal | $78,872 |
LARRY MAGARIK, ESQ3 years Service code 20 · EIN 46-4963823 80 8TH AVENUE, 9TH FLOOR · NEW YORK, NY 10011 | Trustee (individual) | $34,530 |
BPAS6 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $33,950 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 14 20000 HORIZON WAY, STE600 · MOUNT LAURAL, NJ 08054 | Plan Administrator | $29,450 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $17,454 |
BARATZ & ASSOCIATES, P.A.2 years Service code 10 · EIN 22-2212404 4B EVES DRIVE, STE. 100 · MARLTON, NJ 08053 | Accounting | $10,175 |
UNION INSURANCE GROUP2 years Service code 23 303 W. ERIE ST., STE 310 · CHICAGO, IL 60654 | Insurance services | $5,555 |
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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 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 8.42% | 7.46%+1.0pp | 8.10%+0.3pp | 13.05%-4.6pp |
| Employer contribution / active EE | $4,454 | $34,689-87.2% | $28,649-84.5% | $37,652-88.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |