Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 13-2633996 | Legal | $730,074 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $57,000 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $54,491 |
NY NJ REGIONAL JOINT BOARD10+ years Service code 15 · EIN 13-4908365 | Recordkeeping | $51,600 |
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFIT ADMINI Service code 13 · EIN 13-3432221 | Contract Administrator | $44,928 |
ROGOFF & COMPANY PC10+ years Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 | Accounting | $28,176 |
ENTRUST PARTNERS OFFSHORE LP3 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $16,107 |
LOOMIS SAYLES10+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $14,606 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $7,092 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,583 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 0.75% | 174.02%-173.3pp | 148.65%-147.9pp | 13.05%-12.3pp |
| Employer contribution / active EE | $4,174 | $30,823-86.5% | $26,844-84.5% | $37,652-88.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |