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| Provider | Service type | Compensation |
|---|---|---|
HARPER DANESH LLC7+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $73,050 |
ALESCO ADVISORS7+ years Service code 28 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $12,849 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Robert H. Danesh Harper Danesh LLC Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.