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| Provider | Service type | Compensation |
|---|---|---|
DOROTHY URBAN2+ years Filed as: DOROTHY MCBRIDE Service code 14 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 070459800 | Plan Administrator | $140,385 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $66,000 |
MANNING & NAPIER1 year Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $60,755 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 420 FORT DUQUESNE BLVD - 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $40,560 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 ONE MT PLAZA 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $23,482 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $21,541 |
DAHAB ASSOCIATES2+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Advisory (Plan) | $12,500 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $12,000 |
BOB CADWELL1 year Filed as: BOB ALLISON Service code 49 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 07045 | Other Services | $9,150 |
CHRISTINE COSTA1 year Service code 15 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 07045 | Recordkeeping | $7,800 |
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Employer contribution per participant 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 3.51% | 5.80%-2.3pp | 4.74%-1.2pp | 11.88%-8.4pp |
| Employer contribution / active EE | $3,437 | $15,506-77.8% | $36,089-90.5% | $14,612-76.5% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |