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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $25,745 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $23,450 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET · NEW YORK, NY 10004 | Legal | $20,858 |
FABIAN & BYRN LLC1 year Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $20,673 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $19,725 |
CLEARARC CAPITAL, INC.1 year Filed as: CLEARARC CAPITAL INC. Service code 28 · EIN 34-1172683 580 WALNUT STREET 6TH FLOOR · CINCINNATI, OH 45263 | Investment Management | $16,293 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BLVD · HAUPPAUGE, NY 11788 | Accounting | $9,000 |
Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,200 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $6,636 |
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $6,008 |
Participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,236 | $74,089-64.6% | $133,975-80.4% | $55,167-52.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 5.98% | 12.11%-6.1pp | 29.29%-23.3pp | 169.23%-163.2pp |
| Employer contribution / active EE | $17,254 | $3,064+463.2% | $5,211+231.1% | $1,963+779.2% |
| Participant deferral / active EE | $19 | $4,678-99.6% | $6,282-99.7% | $3,054-99.4% |
| Admin fee / account holder | $295 | $458-35.7% | $9,324-96.8% | $504-41.5% |