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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $171,944 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $85,320 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $70,214 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $68,000 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $52,946 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $48,711 |
LUMSDEN & MCCORMICK LLP10+ years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $43,000 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $36,986 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $27,701 |
Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $27,228 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 12.14% | 8.62%+3.5pp | 8.99%+3.2pp | 10.52%+1.6pp |
| Employer contribution / active EE | $14,016 | $14,400-2.7% | $25,171-44.3% | $15,140-7.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |