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| Provider | Service type | Compensation |
|---|---|---|
NEIL SANDY6+ years Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $112,891 |
ALGER6+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $87,988 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $66,877 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $57,500 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $54,053 |
DENISE LUKASZEWSKI2 years Filed as: DENISE ORTIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $44,945 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $40,705 |
EDGAR LOMAX COMPANY1 year Filed as: EDGAR GOMEZ Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $38,988 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $37,210 |
KAUFF MCGUIRE & MARGOLIS LLP6+ years Service code 29 · EIN 13-3573855 | Legal | $33,759 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 8.80% | 13.15%-4.4pp | -2.84%+11.6pp | 11.45%-2.7pp |
| Employer contribution / active EE | $3,462 | $23,714-85.4% | $33,329-89.6% | $17,219-79.9% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |