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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC3+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $90,000 |
KAUFF MCGUIRE & MARGOLIS LLP2 years Filed as: KAUFF MCGUIRE & MARGOLIS, LLP Service code 29 950 3RD AVENUE · NEW YORK, NY 10022 | Legal | $56,536 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $48,383 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $42,981 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $40,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $33,154 |
Filed as: GRYPHON INVESTMENT CORP Service code 28 · EIN 98-0444411 | Investment Management | $31,259 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 5301 WISCONSIN AVENUE NW · WASHINGTON, DC 20015 | Legal | $29,813 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $23,500 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA Service code 28 ONE LINCOLN STREET, 8TH FLOOR · BOSTON, MA 02111 | Investment Management | $11,250 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.13% | 13.03%+0.1pp | 10.36%+2.8pp | 23.90%-10.8pp |
| Employer contribution / active EE | $3,780 | $15,779-76.0% | $37,738-90.0% | $16,539-77.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |