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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $45,352 |
CARY KANE LLP1 year Filed as: CARY KANE Service code 29 · EIN 20-1942442 | Legal | $43,158 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $38,226 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
HEALTH PLAN SYSTEMS, INC.2+ years Service code 16 · EIN 01-0589640 | Consulting | $17,220 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $2,951 |
AMALGAMATED BANK1 year Service code 52 | Indirect Investment Fees | $112 |
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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 1.70% | 4.44%-2.7pp | 4.72%-3.0pp | 4.16%-2.5pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |