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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS10+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $1,199,741 |
INVESCO10+ years Service code 28 · EIN 46-3793325 | Investment Management | $167,911 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $117,973 |
SPEAR WILDERMAN5 years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $97,754 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $90,600 |
PENSION BENEFIT INFORMATION8 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 99 · EIN 82-4722389 | Other Fees | $84,766 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $75,793 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $65,031 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $63,594 |
AMALGAMATED BANK10+ years Service code 28 · EIN 13-4920330 | Investment Management | $23,600 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,960 | $140,769-97.9% | $71,209-95.8% | $140,769-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 73.8%+26.2pp | 74.2%+25.8pp |
| Annual return | 6.09% | 16.82%-10.7pp | 282.51%-276.4pp | 16.82%-10.7pp |
| Employer contribution / active EE | $954 | $3,906-75.6% | $2,721-65.0% | $3,906-75.6% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $4,175-100.0% | $6,717-100.0% |
| Admin fee / account holder | $36 | $229-84.1% | $5,349-99.3% | $229-84.1% |