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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $51,584 |
VIRGINIA & AMBINDER, LLP6 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET, 7TH FLOOR · NEW YORK, NY 10004 | Legal | $40,517 |
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Contract Administrator | $36,087 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $27,690 |
WAGNER & ZWERMAN LLP7+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $25,903 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $24,052 |
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVENUE N, SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $14,221 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,993 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,598 | $121,341-52.5% | $189,513-69.6% | $79,386-27.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.66% | 21.08%-6.4pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $13,346 | $3,915+240.9% | $6,162+116.6% | $2,427+449.8% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $463 | $651-28.9% | $12,045-96.2% | $626-26.1% |