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| Provider | Service type | Compensation |
|---|---|---|
SUGARMAN & SUSSKIND PA1+ years Filed as: SUGARMAN & SUSSKIND, P.A. Service code 29 · EIN 59-2539792 | Legal | $122,756 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $96,000 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $83,643 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $62,543 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $43,460 |
DELAWARE INVESTMENTS1+ years Service code 28 | Investment Management | $40,137 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $28,820 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.05% | 0.68%-0.6pp | -1.61%+1.7pp | -0.60%+0.6pp |
| Employer contribution / active EE | $7,781 | $10,568-26.4% | $30,840-74.8% | $12,272-36.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |