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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $208,802 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $79,359 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $61,429 |
VENUS ADVISORY2 years Filed as: VENUS TEMPLE Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $46,986 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Filed as: ROTHMAN ROCCO LARUFFA Service code 29 · EIN 47-5401457 | Legal | $43,234 |
TINA TATUM3 years Filed as: TINA NARDI Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $42,167 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-5440911 | Investment Management | $35,247 |
Service code 15 · EIN 23-2180279 | Recordkeeping | $31,096 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $30,772 |
MELISSA W. COOK & ASSOCIATES2 years Filed as: MELISSA DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $28,107 |
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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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 12.97% | 8.76%+4.2pp | 148.78%-135.8pp | 8.76%+4.2pp |
| Employer contribution / active EE | $7,228 | $16,664-56.6% | $26,858-73.1% | $16,664-56.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |