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| Provider | Service type | Compensation |
|---|---|---|
MARGARET SHRIVER2 years Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $50,500 |
KATTEN MUCHIN ROSENMAN LLP2 years Service code 29 · EIN 36-2796532 | Legal | $28,464 |
BAIRD FUNDS1 year Filed as: ROBERT P MORGENTHAU Service code 27 DODGEWOOD ROAD · BRONX, NY 10471 | Advisory (Plan) | $15,494 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $451,207-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 35.0%-35.0pp | 11.3%-11.3pp |
| Annual return | 8.63% | 10.41%-1.8pp | 8.77%-0.1pp | 10.41%-1.8pp |
| Employer contribution / active EE | $110,400 | $14,691+651.5% | $36,356+203.7% | $14,691+651.5% |
| Participant deferral / active EE | $0 | $58-100.0% | $68-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $3,635-100.0% | $2,646-100.0% |