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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC3+ years Service code 28 · EIN 26-2270729 | Investment Management | $176,754 |
EVAN GREENBERG3+ years Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $80,245 |
DAVID HARRIS3+ years Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $75,030 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD GALLO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $56,242 |
ADAM S. HARRIS, PC3+ years Service code 29 · EIN 11-3069191 | Legal | $37,240 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $36,097 |
APPLIED BUSINESS SOLUTIONS3+ years Service code 16 · EIN 22-2875533 | Consulting | $18,675 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN T. NAHOUM, INC. Service code 11 41 DUNBAR ROAD · PALM BEACH GARDENS, FL 33418 | Actuarial | $17,500 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST CO Service code 19 · EIN 58-1428634 | Securities Custodian | $16,826 |
OPTIMUM TECHNOLOGIES, INC.3+ years Service code 49 · EIN 20-1460608 | Other Services | $9,600 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.36% | -1.12%+7.5pp | -2.18%+8.5pp | 0.19%+6.2pp |
| Employer contribution / active EE | $2,843 | $12,052-76.4% | $38,751-92.7% | $13,763-79.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |