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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $80,253 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $50,561 |
COHEN & STEERS2 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $45,573 |
Service code 16 · EIN 36-4291971 | Consulting | $32,983 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $27,554 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $8,750 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,921 |
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 | $11,354 | $81,725-86.1% | $81,982-86.2% | $93,223-87.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 69.3%+30.7pp | 74.9%+25.1pp |
| Annual return | 11.37% | 20.25%-8.9pp | 41.31%-29.9pp | 19.29%-7.9pp |
| Employer contribution / active EE | $352 | $2,446-85.6% | $2,498-85.9% | $2,680-86.9% |
| Participant deferral / active EE | $0 | $3,747-100.0% | $3,722-100.0% | $4,563-100.0% |
| Admin fee / account holder | $70 | $92-24.4% | $5,665-98.8% | $79-12.0% |