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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $85,501 |
Service code 11 · EIN 26-3842522 1501 BROADWAY SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $24,973 |
Filed as: REYNOLDS INVESTING CONSULTING SRVC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $20,000 |
FITZSIMMONS ABRAMS, LLP2 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $12,291 |
GURSKY WIENS2 years Filed as: GURSKY WEINS ATTORNEYS AT LAW, LTD. Service code 29 · EIN 30-0836966 1130 TEN ROD RD C-207 · NORTH KINGSTOWN, RI 02852 | Legal | $6,394 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 3.03% | 9.55%-6.5pp | 9.52%-6.5pp | 9.29%-6.3pp |
| Employer contribution / active EE | $14,119 | $20,722-31.9% | $41,951-66.3% | $15,168-6.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |