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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES2+ years Service code 30 · EIN 23-7218454 | Direct payment from the plan; Employe... | $208,295 |
SAVASTA AND COMPANY, INC.2+ years Service code 11 · EIN 13-3879959 | Actuarial | $112,144 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $70,588 |
BOND BROTHERS1 year Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $54,640 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $46,856 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $34,983 |
Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
VANDERBILT SECURITIES LLC2+ years Filed as: VANDERBILT CAPITAL ADVISORS Service code 28 · EIN 13-3796861 | Investment Management | $16,611 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,316 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $13,058 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 7.67% | 79.68%-72.0pp | 16.78%-9.1pp | 23.90%-16.2pp |
| Employer contribution / active EE | $3,701 | $21,735-83.0% | $26,328-85.9% | $16,539-77.6% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |