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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH10+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $1,029,471 |
SAVASTA AND COMPANY, INC.3 years Service code 11 · EIN 13-3879959 | Actuarial | $189,448 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $57,198 |
FUIMAN MOGILA, LLP1 year Filed as: FUIMAN MOGILA LLP Service code 29 · EIN 93-1652658 | Legal | $51,200 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,000 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $34,790 |
Service code 28 · EIN 13-3257590 | Investment Management | $27,992 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION ASSOCIATION IN Service code 29 · EIN 13-0429745 | Legal | $19,445 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $18,934 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $17,573 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -20.18% | 13.74%-33.9pp | 16.77%-37.0pp | 13.91%-34.1pp |
| Employer contribution / active EE | $0 | $31,395-100.0% | $28,306-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $40-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |