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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS3+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $1,009,161 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN CHASR ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $133,097 |
INVESCO3+ years Service code 28 · EIN 46-3793325 | Investment Management | $124,515 |
FREEDMAN & LORRY, P.C.3+ years Service code 29 · EIN 23-2158375 | Legal | $117,382 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $94,133 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $79,635 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $60,107 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $60,000 |
Filed as: RICHARD LARIMER Service code 17 2359 RAILROAD ST, STE. 3501 · PITTSBURG, PA 15222 | Pension Consulting | $21,296 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 | Investment Management | $19,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $4,088 | $73,367-94.4% | $79,467-94.9% | $73,367-94.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 2.80% | 173.45%-170.7pp | 718.30%-715.5pp | 173.45%-170.7pp |
| Employer contribution / active EE | $843 | $2,499-66.3% | $2,800-69.9% | $2,499-66.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $3,704-100.0% | $4,033-100.0% |
| Admin fee / account holder | $56 | $68-18.6% | $5,104-98.9% | $68-18.6% |