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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP5 years Filed as: UHY ADVISORS Service code 14 ONE HUDSON CITY CENTRE, SUITE 203 · HUDSON, NY 12534 | Plan Administrator | $32,599 |
BPAS10+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $27,805 |
HOLM & O'HARA10+ years Filed as: HOLM & O'HARA, LLP Service code 29 · EIN 13-3591118 | Legal | $17,711 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $14,950 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 19 · EIN 35-2552359 | Securities Custodian | $12,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | -3.29% | 8.10%-11.4pp | 7.29%-10.6pp | 13.05%-16.3pp |
| Employer contribution / active EE | $0 | $27,123-100.0% | $20,019-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |