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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 11 · EIN 52-1590516 | Actuarial | $61,374 |
ROBERT CHEVERIE1 year Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,000 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $32,000 |
Service code 28 · EIN 23-2962336 | Investment Management | $22,238 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $20,017 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $19,218 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $12,775 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4922033 | Securities Custodian | $9,789 |
Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $6,309 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.59% | 4.25%-8.8pp | -752.26%+747.7pp | 0.19%-4.8pp |
| Employer contribution / active EE | $15,521 | $11,906+30.4% | $31,802-51.2% | $13,763+12.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |