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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $82,456 |
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $80,085 |
COHEN & STEERS3 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $61,228 |
Service code 16 · EIN 36-4291971 | Consulting | $33,315 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $32,357 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $8,959 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,026 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,156 | $107,339-88.7% | $85,709-85.8% | $101,555-88.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 69.9%+30.1pp | 74.5%+25.5pp |
| Annual return | 9.15% | 20.15%-11.0pp | 21.49%-12.3pp | 21.00%-11.9pp |
| Employer contribution / active EE | $346 | $3,291-89.5% | $2,619-86.8% | $2,972-88.4% |
| Participant deferral / active EE | $0 | $4,375-100.0% | $3,924-100.0% | $4,874-100.0% |
| Admin fee / account holder | $64 | $106-40.3% | $6,876-99.1% | $139-54.5% |