| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $191,426 |
SAGE ADVISORY SERVICES2 years Service code 51 · EIN 74-2797741 | Investment Mgmt Fees | $156,638 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 06-0839113 | Actuarial | $100,615 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $53,017 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY, LLC Service code 10 · EIN 13-1578842 | Accounting | $31,250 |
CLEARY, JOSEM & TRIGIANI LLP4 years Service code 29 · EIN 23-2657967 | Legal | $30,017 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $26,250 |
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 | $224,669-100.0% | $202,297-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.8%-55.8pp |
| Annual return | 9.79% | 14.33%-4.5pp | 14.20%-4.4pp | 24.44%-14.7pp |
| Employer contribution / active EE | $5,552 | $33,921-83.6% | $29,492-81.2% | $41,356-86.6% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |