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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $36,790 |
VIRGINIA & AMBINDER, LLP3 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $35,564 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUTNRY ROAD · MELVILLE, NY 11747 | Accounting | $27,011 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVENUE NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $19,751 |
CLEARARC CAPITAL, INC.3 years Filed as: CLEARARC CAPITAL INC. Service code 28 · EIN 34-1172683 580 WALNUT STREET 6TH FLOOR · CINCINNATI, OH 45263 | Investment Management | $17,389 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $15,619 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,200 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $6,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,965 | $79,523-53.5% | $140,019-73.6% | $56,289-34.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.98% | 2.39%-7.4pp | 651.17%-656.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $13,573 | $3,350+305.1% | $5,605+142.1% | $2,111+542.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $373 | $614-39.3% | $10,705-96.5% | $521-28.4% |