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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN AND PRICE, L.C.8+ years Service code 29 · EIN 32-0736088 | Legal | $104,742 |
M. J. MINTZ, P.C.8+ years Service code 29 · EIN 27-0134833 | Legal | $63,014 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $62,193 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $62,193 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $59,102 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,644 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $37,948 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $36,678 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 95-2705767 | Investment Management | $28,585 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,750 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -12.94% | 178.88%-191.8pp | 22.50%-35.4pp | -5.25%-7.7pp |
| Employer contribution / active EE | $0 | $21,448-100.0% | $33,849-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |