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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-6344921 | Plan Administrator | $325,293 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $241,527 |
LOUIS PLUNG & COMPANY3+ years Filed as: LOUIS MALZONE Service code 30 · EIN 04-6344921 | Employee (plan); Direct payment from ... | $125,625 |
SEIU LOCAL 32 BJ3+ years Service code 10 · EIN 13-0535740 | Accounting | $114,015 |
THE SAVITZ ORGANIZATION3+ years Service code 11 · EIN 23-1700844 | Actuarial | $95,577 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $71,472 |
BOND BROTHERS1 year Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $36,832 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $34,299 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $31,494 |
PARAGON CORPORATION3+ years Service code 16 · EIN 04-3358691 | Consulting | $27,307 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $128,366-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.3%-19.3pp | 5.3%-5.3pp |
| Annual return | 11.57% | 1057.21%-1045.6pp | 9.39%+2.2pp | 1057.21%-1045.6pp |
| Employer contribution / active EE | $883 | $14,374-93.9% | $33,466-97.4% | $14,374-93.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $657-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,132-100.0% | $81,210-100.0% |