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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $295,544 |
BREDHOFF & KAISER2+ years Service code 29 · EIN 52-0969534 | Legal | $111,063 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $74,789 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $60,574 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $60,000 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $54,737 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $31,211 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 | Accounting | $25,581 |
BLAKE & UHLIG, P.A.2+ years Filed as: BLAKE CASSELS Service code 29 | Legal | $15,275 |
BWD GROUP LLC2+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $14,050 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 10.64% | 17.84%-7.2pp | 8.93%+1.7pp | 17.84%-7.2pp |
| Employer contribution / active EE | $37,109 | $14,688+152.6% | $43,470-14.6% | $14,688+152.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |