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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $138,366 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 | Actuarial | $34,583 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $31,475 |
REYNOLDS CONSULTING SERVICES3+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,500 |
STEPHEN HORN INSURANCE SERVICES3+ years Filed as: STEPHEN J. KORNREICH Service code 20 400 EAST 71ST STREET · NEW YORK, NY 10021 | Trustee (individual); Direct payment ... | $21,619 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $18,765 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NY Service code 19 · EIN 13-4920330 | Securities Custodian | $13,033 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 | Investment Management | $8,226 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | 6.78% | -3.41%+10.2pp | -3.29%+10.1pp | -82.66%+89.4pp |
| Employer contribution / active EE | $0 | $41,836-100.0% | $36,762-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |