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| Provider | Service type | Compensation |
|---|---|---|
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $41,073 |
Service code 10 · EIN 27-2601619 | Accounting | $18,500 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: HOWARD JOHANNSSEN SS 089-34-1787 Service code 14 · EIN 99-9999999 | Plan Administrator | $12,000 |
KARDAN ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 22-3477324 | Actuarial | $9,350 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $9,254 |
MARY JO MANIERI1+ years Service code 15 · EIN 14-8548053 | Recordkeeping | $6,048 |
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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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.52% | -5.77%+4.2pp | -3.43%+1.9pp | -2.16%+0.6pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |