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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 23-7356773 | Employee (plan) | $57,179 |
CATHERINE LAURIO1+ years Filed as: CATHERINE HOLLAR Service code 30 · EIN 23-7356773 | Employee (plan) | $52,879 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
PATRICIA DEPASCALE1+ years Service code 30 · EIN 23-7356773 | Employee (plan) | $40,883 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $39,489 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $36,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $34,351 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $32,176 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $21,896 |
WILLIAM BLAIR1+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 23-7356773 | Trustee (individual) | $15,560 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -12.09% | 4.44%-16.5pp | 4.72%-16.8pp | 4.16%-16.3pp |
| Employer contribution / active EE | $25,201 | $41,495-39.3% | $30,821-18.2% | $42,918-41.3% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |