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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC Service code 11 · EIN 31-1582098 1845 WALNUT ST 14TH FL · PHILADELPHIA, PA 19103 | Actuarial | $118,015 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $20,900 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BANK OF NY MELLON Service code 19 · EIN 13-5160382 ONE BOSTON PLACE STE 2400 · BOSTON, MA 02108 | Securities Custodian | $17,129 |
FITZSIMMONS ABRAMS, LLP3+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 403 · WOODBURY, NY 11797 | Accounting | $16,000 |
O'DWYER & BERNSTEIN, LLP3+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $16,000 |
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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 | $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 | 10.09% | 12.23%-2.1pp | 10.36%-0.3pp | 13.95%-3.9pp |
| Employer contribution / active EE | $4,256 | $18,059-76.4% | $37,738-88.7% | $16,598-74.4% |
| 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% |