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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 20-8764829 | Pension Consulting | $200,000 |
Filed as: WESTERN ASSET MANAGEMENT LLC Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $155,870 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $109,996 |
BLACKROCK5+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $97,457 |
ERNST & YOUNG LLP1 year Service code 10 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $80,182 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $73,741 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $72,914 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $46,914 |
BWD GROUP LLC5+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $37,039 |
BLAKE & UHLIG, P.A.1 year Filed as: BLAKE, CASSELS & GRAYDON Service code 29 | Legal | $15,258 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | -2.25% | 12.86%-15.1pp | 1087.39%-1089.6pp | 12.86%-15.1pp |
| Employer contribution / active EE | $38,234 | $13,687+179.4% | $42,245-9.5% | $13,687+179.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |