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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.3+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $50,359 |
ROBERT CHEVERIE3+ years Filed as: R.CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,000 |
Service code 11 · EIN 31-1582098 | Actuarial | $33,000 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $25,000 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $20,840 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4922033 | Securities Custodian | $11,548 |
Service code 11 · EIN 52-1590516 | Actuarial | $10,310 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $10,017 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $5,262 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.19% | 11.78%-0.6pp | 8.32%+2.9pp | 23.90%-12.7pp |
| Employer contribution / active EE | $12,414 | $11,309+9.8% | $30,793-59.7% | $16,539-24.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |