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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $114,051 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $67,810 |
DIANA PUGLISI4+ years Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $36,647 |
Filed as: ROTHMAN ROCCO LARUFFA Service code 10 · EIN 47-5401457 | Accounting | $36,390 |
SHARON HUANG4+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $32,993 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $27,534 |
Service code 28 · EIN 13-2889432 | Investment Management | $27,470 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $26,752 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICE, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $15,650 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $13,980 |
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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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -2.92% | 0.19%-3.1pp | -0.77%-2.2pp | 0.19%-3.1pp |
| Employer contribution / active EE | $7,739 | $13,763-43.8% | $29,514-73.8% | $13,763-43.8% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |