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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $121,138 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $31,896 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $25,035 |
Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $24,355 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $13,134 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,583 |
HEALTH PLAN SYSTEMS, INC.1+ years Service code 16 · EIN 01-0589640 | Consulting | $8,283 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,442 | $54,281-80.8% | $60,547-82.8% | $59,188-82.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.0%+32.0pp | 69.4%+30.6pp |
| Annual return | 0.98% | 1.74%-0.8pp | 335.64%-334.7pp | 5.51%-4.5pp |
| Employer contribution / active EE | $369 | $2,031-81.8% | $2,419-84.8% | $2,098-82.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $69 | $64+6.7% | $4,536-98.5% | $92-25.4% |