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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $207,455 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL COLLECTIVE INVEST. Service code 21 · EIN 32-6471303 | Bank Trustee | $84,795 |
THE SEGAL COMPANY5 years Filed as: SEGAL COMPANY (EASTERN STATES),INC Service code 11 · EIN 13-1835864 | Actuarial | $75,485 |
VENUS ADVISORY1 year Filed as: VENUS TEMPLE Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $43,526 |
TINA TATUM2 years Filed as: TINA NARDI Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $43,096 |
ROTHMAN, ROCCO, LARUFFA, LLP6 years Filed as: ROTHMAN ROCCO LARUFFA Service code 29 · EIN 47-5401457 | Legal | $42,300 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $41,019 |
Service code 15 · EIN 23-2180279 | Recordkeeping | $36,858 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-5440911 | Investment Management | $33,377 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,940 |
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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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 14.13% | 37.77%-23.6pp | 14.20%-0.1pp | 37.77%-23.6pp |
| Employer contribution / active EE | $7,184 | $15,798-54.5% | $29,492-75.6% | $15,798-54.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |