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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $95,148 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $46,656 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $34,000 |
Service code 16 · EIN 36-4291971 | Consulting | $32,742 |
COHEN & STEERS1 year Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $30,438 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $27,060 |
HEALTH PLAN SYSTEMS, INC.5+ years Service code 16 · EIN 01-0589640 | Consulting | $11,000 |
CARY KANE LLP4 years Service code 29 · EIN 20-1942442 | Legal | $10,500 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $8,750 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,826 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,837 | $71,757-83.5% | $75,900-84.4% | $82,204-85.6% |
| Participation rate | 97.8% | 69.0%+28.8pp | 69.3%+28.5pp | 73.4%+24.4pp |
| Annual return | 17.94% | 22.77%-4.8pp | 30.73%-12.8pp | 26.31%-8.4pp |
| Employer contribution / active EE | $358 | $2,325-84.6% | $2,501-85.7% | $2,707-86.8% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,604-100.0% | $4,246-100.0% |
| Admin fee / account holder | $75 | $87-14.1% | $5,421-98.6% | $76-1.4% |