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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $226,635 |
FRIEDMAN & ANSPACH3 years Service code 29 · EIN 13-3403675 | Legal | $134,547 |
DAVID ROMANO4 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $109,650 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $87,293 |
Filed as: GRAYSTONE CONSULTING Service code 19 · EIN 26-4310632 | Securities Custodian | $53,000 |
Filed as: PREMIER TECHNOLOGY SOLUTIONS, INC. Service code 16 · EIN 13-3933805 | Consulting | $22,895 |
Filed as: BARKSDALE INVESTMENT MANAGEMENT Service code 28 · EIN 62-1217255 | Investment Management | $21,745 |
Service code 28 · EIN 85-0584508 | Investment Management | $18,999 |
MR. MICROCHIP4 years Filed as: MR MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $17,251 |
MELAMUD, IRINA3 years Service code 10 2383 EAST 14TH STREET - UNIT 1A · BROOKLYN, NY 11229 | Accounting | $15,084 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.53% | 8.51%+1.0pp | 10.52%-1.0pp | 8.76%+0.8pp |
| Employer contribution / active EE | $36,799 | $16,216+126.9% | $26,749+37.6% | $16,650+121.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |