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| Provider | Service type | Compensation |
|---|---|---|
FEDERATION PENSION BUREAU4+ years Service code 11 · EIN 13-1787163 2870 HEMPSTEAD TKP SUITE 102 · LEVITTOWN, NY 11756 | Actuarial | $13,200 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $11,869 |
Service code 10 · EIN 11-2633484 332 WILLIS AVE · MINEOLA, NY 11501 | Accounting | $10,400 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURRY LANE · HEMPSTEAD, NY 11550 | Legal | $9,000 |
Service code 29 · EIN 47-1236398 1407 BROADWAY 28TH FLOOR · NEW YORK, NY 10018 | Legal | $9,000 |
Filed as: GOULD KOBRICK & SCHLAPP Service code 10 · EIN 13-3082707 3 PARK AVE FL 14 · NEW YORK, NY 10016 | Accounting | $7,000 |
ROCCO J. RICCIARDI, CPA4+ years Service code 10 · EIN 13-2906754 100 QUENTIN ROOSEVELT BLVD · GARDEN CITY, NY 11530 | Accounting | $6,000 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK 13-4920330 Service code 52 | Indirect Investment Fees | $5 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.00% | -1.53%-2.5pp | -2.18%-1.8pp | -0.69%-3.3pp |
| Employer contribution / active EE | $1,085 | $14,498-92.5% | $38,751-97.2% | $16,786-93.5% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |