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| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT8 years Filed as: JAMES LUKEMAN Service code 30 · EIN 02-6026500 | Employee (plan) | $125,566 |
IFM INVESTORS ADVISOR LLC2 years Service code 28 114 WEST 47TH ST, 19TH FL · NEW YORK, NY 10036 | Investment Management | $61,039 |
Filed as: INTERCONTINENTAL REAL ESTATE INVEST Service code 28 · EIN 04-3549299 | Investment Management | $45,142 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $35,900 |
MR. MICROCHIP7 years Service code 15 1975 HEMPSTEAD TPKE, SUITE 406 · EAST MEADOW, NY 11554 | Recordkeeping | $23,400 |
DSF ADVISORS LLC9 years Filed as: DSF ADVISORS, LLC Service code 28 · EIN 51-0403581 | Investment Management | $21,976 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $21,506 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,750 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0294065 | Investment Management | $12,981 |
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 7.83% | 9.00%-1.2pp | 9.03%-1.2pp | 8.35%-0.5pp |
| Employer contribution / active EE | $11,575 | $14,409-19.7% | $26,284-56.0% | $17,935-35.5% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |