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| Provider | Service type | Compensation |
|---|---|---|
DOROTHY URBAN3+ years Filed as: DOROTHY MCBRIDE Service code 14 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 07045 | Plan Administrator | $135,815 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $42,000 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 420 FORT DUQUESNE BLVD · PITTSBURGH, PA 15222 | Investment Management | $34,456 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $26,904 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 GATEWAY CENTER 2 · NEWARK, NJ 07102 | Investment Management | $23,746 |
WAGNER & ZWERMAN LLP1 year Filed as: WAGNER AND ZWERMAN LLP Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $18,746 |
DAHAB ASSOCIATES3+ 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 PLLC3+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $12,000 |
BOB CADWELL2 years Filed as: BOB ALLISON Service code 49 · EIN 22-6195465 155 CHANGEBRIGE ROAD · MONTVILLE, NJ 07045 | Other Services | $11,440 |
CHRISTINE COSTA2 years Service code 49 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 07045 | Other Services | $8,400 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.71% | 12.23%-3.5pp | 10.36%-1.7pp | 13.95%-5.2pp |
| Employer contribution / active EE | $3,588 | $18,059-80.1% | $37,738-90.5% | $16,598-78.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |