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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $195,290 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL COLLECTIVE INVEST. Service code 28 · EIN 26-3761443 | Investment Management | $96,024 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY (EASTERN STATES),INC Service code 16 · EIN 13-1835864 | Consulting | $92,524 |
DIANA PUGLISI8+ years Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $51,467 |
TINA TATUM1 year Filed as: TINA NARDI Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $41,441 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Filed as: ROTHMAN ROCCO LARUFFA Service code 10 · EIN 47-5401457 | Accounting | $39,584 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $32,587 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $32,213 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,976 |
MARIA DANYLUK1 year Filed as: MARIA DIMARIA Service code 50 · EIN 11-1880353 | Direct Payment | $28,818 |
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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 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -12.07% | 2.78%-14.8pp | 7.07%-19.1pp | 2.78%-14.8pp |
| Employer contribution / active EE | $7,090 | $15,276-53.6% | $34,847-79.7% | $15,276-53.6% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |