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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $59,844 |
ROBERT CHEVERIE2+ years Filed as: R.CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,528 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $29,850 |
Service code 11 · EIN 31-1582098 | Actuarial | $24,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $17,348 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $16,592 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4922033 | Securities Custodian | $14,743 |
THE SAVITZ ORGANIZATION2+ years Filed as: SAVITZ ORGANIZATION OF MASSACHUSETT Service code 11 · EIN 26-1371674 | Actuarial | $8,000 |
CADARET GRANT & CO INC1 year Filed as: CARDET, GRANT & CO., INC. Service code 17 · EIN 22-2361254 | Pension Consulting | $6,750 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.42% | 3.49%+3.9pp | 4.16%+3.3pp | 7.18%+0.2pp |
| Employer contribution / active EE | $11,594 | $11,083+4.6% | $29,966-61.3% | $13,095-11.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |