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| Provider | Service type | Compensation |
|---|---|---|
DOAR RIECK KALEY & MACK6 years Filed as: DOAR RIECK DEVITA KALEY & MACK Service code 29 · EIN 13-4120430 | Legal | $154,043 |
J. CANO2 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $135,147 |
SCHULTHEIS & PANETTIERI, LLP7+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $107,808 |
R. SANTORO NAVARRO7+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $99,984 |
E. BANKER7+ years Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $89,956 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $79,254 |
V. LETTMAN7+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $76,846 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $75,710 |
GARCIA HAMILTON & ASSOCIATES4 years Filed as: A. GARCIA Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $72,422 |
WEITZ4 years Filed as: I. WEITZ Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $68,473 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 18.16% | 24.46%-6.3pp | 11.08%+7.1pp | 13.24%+4.9pp |
| Employer contribution / active EE | $11,282 | $11,981-5.8% | $28,418-60.3% | $14,616-22.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |