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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,960 | $142,480-97.9% | $68,368-95.7% | $142,480-97.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 76.2%+23.8pp |
| Annual return | 6.09% | 16.32%-10.2pp | 292.57%-286.5pp | 16.32%-10.2pp |
| Employer contribution / active EE | $954 | $3,867-75.3% | $2,649-64.0% | $3,867-75.3% |
| Participant deferral / active EE | $0 | $6,807-100.0% | $4,123-100.0% | $6,807-100.0% |
| Admin fee / account holder | $36 | $307-88.2% | $5,150-99.3% | $307-88.2% |