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| Provider | Service type | Compensation |
|---|---|---|
BUILDING SERVICE 32BJ HEALTH FUND10+ years Service code 10 · EIN 13-2928869 | Accounting | $302,109 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,540 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $55,399 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $52,653 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INS SERVICES, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $41,865 |
SCHULTHEIS & PANETTIERI, LLP7 years Service code 10 · EIN 13-1577780 | Accounting | $21,310 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $19,494 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $17,729 |
SLEVIN & HART, P.C.8 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $17,271 |
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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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 8.20% | 9.30%-1.1pp | 7.19%+1.0pp | 9.30%-1.1pp |
| Employer contribution / active EE | $2,298 | $12,551-81.7% | $35,958-93.6% | $12,551-81.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |