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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-0806902 25 TYROL DRIVE · NEW YORK, NY 14227 | Accounting | $273,296 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $93,556 |
Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $88,306 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $68,000 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $67,079 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT CO Service code 28 · EIN 26-1370698 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $63,123 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $41,791 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $38,753 |
JOSEPH W. MCCARTHY & ASSOCIATES7+ years Filed as: JOE MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $37,459 |
LUMSDEN & MCCORMICK LLP6 years Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 37000 | Accounting | $37,000 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.15% | -8.26%-1.9pp | -5.85%-4.3pp | 2.77%-12.9pp |
| Employer contribution / active EE | $12,981 | $12,543+3.5% | $31,839-59.2% | $15,262-14.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |