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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $45,000 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $40,104 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $33,747 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $30,219 |
FABIAN & BYRN LLC2+ years Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE SUITE 105 · ROSELAND, NJ 07068 | Contract Administrator | $13,946 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 19 · EIN 13-1423090 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $12,814 |
Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $11,800 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BLVD · HAUPPAUGE, NY 11788 | Accounting | $9,250 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $7,214 |
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $6,848 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.35% | 5.80%+1.6pp | 4.74%+2.6pp | 11.88%-4.5pp |
| Employer contribution / active EE | $1,165 | $15,506-92.5% | $36,089-96.8% | $14,612-92.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |