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| Provider | Service type | Compensation |
|---|---|---|
CWA IUE-CWA LOCAL 464-814634 years Service code 15 · EIN 11-1671020 40 MARCUS DRIVE, STE. 212 · MELVILLE, NY 117474200 | Recordkeeping | $76,059 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4125617 1460 BROADWAY, SUITE 11033 · NEW YORK, NY 10036 | Actuarial | $71,068 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $69,617 |
JEAN ADAMS-MENCIK1 year Filed as: JEAN LEWIS Service code 30 · EIN 11-1800729 | Employee (plan) | $63,217 |
INNOVATION PARTNERS LLC4 years Filed as: INNOVATION SOFTWARE SYSTEMS INC Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $48,398 |
ROGOFF & COMPANY PC6 years Filed as: ROGOFF & COMPANY, PC Service code 50 · EIN 13-2688836 355 LEXINGTON AVENUE, 6TH FLOOR · NEW YORK, NY 10017 | Direct Payment | $36,186 |
Filed as: FIDELITY INVESTMENT Service code 19 900 SALEM STREET OT2N3 · SMITHFIELD, RI 02917 | Securities Custodian | $35,113 |
Filed as: BARINGS CIT Service code 16 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Consulting | $33,183 |
PIERSON FERDINAND1 year Filed as: PIERSON FERDINAND LLP Service code 29 · EIN 93-3416937 1270 AVE OF AMERICAS, 7TH FLOOR · NEW YORK, NY 10020 | Legal | $32,071 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE, 9TH FLOOR · NEW YORK, NY 10001 | Securities Custodian | $26,672 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.80% | 11.01%-1.2pp | 8.10%+1.7pp | 7.65%+2.1pp |
| Employer contribution / active EE | $1,848 | $13,413-86.2% | $28,649-93.5% | $20,582-91.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |