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| Provider | Service type | Compensation |
|---|---|---|
VIRGINIA & AMBINDER, LLP2 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $34,837 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUTNRY ROAD · MELVILLE, NY 11747 | Accounting | $28,904 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $27,662 |
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $18,023 |
CLEARARC CAPITAL, INC.2 years Filed as: CLEARARC CAPITAL INC. Service code 28 · EIN 34-1172683 580 WALNUT STREET 6TH FLOOR · CINCINNATI, OH 45263 | Investment Management | $16,029 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $11,183 |
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $8,757 |
REYNOLDS CONSULTING SERVICES2 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,200 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $6,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,038 | $89,739-59.8% | $149,721-75.9% | $62,293-42.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.75% | 21.01%-13.3pp | 1501.67%-1493.9pp | 28.90%-21.1pp |
| Employer contribution / active EE | $11,701 | $3,233+261.9% | $5,444+114.9% | $2,042+473.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $350 | $551-36.6% | $11,282-96.9% | $479-27.1% |