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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO2 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $468,166 |
FRIEDMAN & ANSPACH1 year Service code 29 · EIN 13-3403675 | Legal | $238,559 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $172,377 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $135,898 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $53,000 |
Service code 28 · EIN 85-0584508 | Investment Management | $44,540 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $26,061 |
MR. MICROCHIP2 years Filed as: MR MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $21,624 |
Filed as: WEAVER BARKSIDE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $18,067 |
MELAMUD, IRINA1 year Service code 10 2383 EAST 14TH ST UNIT 1A · BROOKLYN, NY 11229 | Accounting | $13,738 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -8.68% | -4.95%-3.7pp | 22.50%-31.2pp | 2.77%-11.4pp |
| Employer contribution / active EE | $42,491 | $15,740+170.0% | $33,849+25.5% | $15,262+178.4% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |