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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $46,372 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $41,087 |
Filed as: KAUFF MCGUIRE & MARGOLIS, LLP Service code 29 950 3RD AVENUE · NEW YORK, NY 10022 | Legal | $40,511 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $36,329 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $31,040 |
Filed as: THE LAW OFFICE OF DENNIS M. WALSH Service code 29 415 MADISON AVENUE, 11TH FLOOR · NEW YORK, NY 10017 | Legal | $29,727 |
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 15 253 WEST 35TH STREET, 12TH FL · NEW YORK, NY 10001 | Recordkeeping | $26,672 |
Filed as: GRYPHON INVESTMENT CORP Service code 28 · EIN 98-0444411 | Investment Management | $25,662 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $23,693 |
Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.21% | 5.13%+2.1pp | 4.74%+2.5pp | 7.18%0pp |
| Employer contribution / active EE | $3,652 | $14,689-75.1% | $36,089-89.9% | $13,095-72.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |