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| Provider | Service type | Compensation |
|---|---|---|
EASTERN STATES JOINT BOARD7 years Service code 49 · EIN 46-2849057 | Other Services | $116,842 |
WEAVER LLP2 years Filed as: MCCARTHY AND PREECE Service code 29 · EIN 01-0727299 | Legal | $36,000 |
Service code 28 · EIN 04-3549299 | Investment Management | $26,162 |
Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,992 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $25,563 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $23,131 |
DICKINSON WRIGHT PLLC10+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $20,750 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $19,891 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 · EIN 84-0467907 | Direct Payment | $12,894 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $9,261 |
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Employer contribution per participant 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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 12.34% | 8.17%+4.2pp | 9.17%+3.2pp | 7.65%+4.7pp |
| Employer contribution / active EE | $3,170 | $16,702-81.0% | $40,523-92.2% | $20,582-84.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |