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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4125617 1460 BROADWAY, SUITE 11033 · NEW YORK, NY 10036 | Actuarial | $91,234 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $63,036 |
Filed as: BARINGS CIT Service code 16 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Consulting | $31,254 |
ROGOFF & COMPANY PC2 years Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 355 LEXINGTON AVENUE, 6TH FLOOR · NEW YORK, NY 10017 | Accounting | $30,000 |
AMALGAMATED BANK2 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 | $28,542 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $14,784 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.50% | 10.61%+2.9pp | 9.52%+4.0pp | 627.08%-613.6pp |
| Employer contribution / active EE | $2,338 | $21,392-89.1% | $41,951-94.4% | $18,824-87.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |