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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL COLLECTIVE INVEST. Service code 28 · EIN 26-3761443 | Investment Management | $84,988 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY (EASTERN STATES),INC Service code 16 · EIN 13-1835864 | Consulting | $72,539 |
Service code 28 · EIN 13-2889432 | Investment Management | $65,248 |
DIANA PUGLISI7+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $48,059 |
SHARON HUANG7+ years Filed as: SHARON DIMARIA Service code 50 · EIN 11-1880353 | Direct Payment | $43,060 |
ROTHMAN, ROCCO, LARUFFA, LLP4 years Filed as: ROTHMAN ROCCO LARUFFA Service code 10 · EIN 47-5401457 | Accounting | $40,525 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $34,916 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $28,168 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $25,232 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $24,864 |
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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 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 15.60% | 13.24%+2.4pp | 10.41%+5.2pp | 13.24%+2.4pp |
| Employer contribution / active EE | $7,044 | $14,616-51.8% | $31,248-77.5% | $14,616-51.8% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |