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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $138,273 |
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $65,593 |
COHEN & STEERS5 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $51,868 |
Service code 16 · EIN 36-4291971 | Consulting | $38,787 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $28,020 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,750 |
Service code 16 · EIN 47-4496373 | Consulting | $5,000 |
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 | $10,984 | $85,257-87.1% | $70,565-84.4% | $103,590-89.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 68.4%+31.6pp | 73.3%+26.7pp |
| Annual return | 11.69% | 25.37%-13.7pp | 32.79%-21.1pp | 33.13%-21.4pp |
| Employer contribution / active EE | $357 | $3,007-88.1% | $2,976-88.0% | $3,213-88.9% |
| Participant deferral / active EE | $0 | $4,773-100.0% | $4,568-100.0% | $5,214-100.0% |
| Admin fee / account holder | $81 | $89-8.6% | $6,430-98.7% | $114-29.0% |