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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $341,522 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $173,875 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $59,380 |
COSTAROTHBORT LLC2+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $34,711 |
Service code 10 · EIN 47-0900880 | Accounting | $29,768 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, LACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $20,814 |
ERIC OLYNIK2+ years Service code 20 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Direct payment from the plan; Trustee... | $15,000 |
CLEARWATER ANALYTICS1 year Filed as: CLEARWATER ANALYTICS LLC Service code 28 · EIN 42-1658172 | Investment Management | $9,261 |
Filed as: P & B ASSOC. SEC. & INVESTIGATIONS Service code 49 1059 EAST 225TH STREET · BRONX, NY 10466 | Other Services | $5,770 |
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Annual investment return 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 2.55% | 6.13%-3.6pp | 4.74%-2.2pp | 9.19%-6.6pp |
| Employer contribution / active EE | $8,079 | $10,206-20.8% | $36,089-77.6% | $12,608-35.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |