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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 13-2998136 | Legal | $141,492 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $78,743 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $65,303 |
Filed as: EPSTEIN, BECKER & GREEN Service code 29 250 PARK AVE · NEW YORK, NY 10177 | Legal | $56,819 |
Service code 29 · EIN 26-0873462 | Legal | $56,697 |
Service code 10 · EIN 13-2665700 | Accounting | $55,798 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $48,000 |
Filed as: ROLAND R. ACEVEDO LAW OFFICE Service code 29 27 WHITEHALL STREET · NEW YORK, NY 10004 | Legal | $43,390 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $39,605 |
JOANN EMMONS2+ years Service code 30 · EIN 13-1869789 | Direct payment from the plan; Employe... | $34,157 |
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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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 11.16% | 23.90%-12.7pp | 10.66%+0.5pp | 23.90%-12.7pp |
| Employer contribution / active EE | $10,809 | $16,539-34.6% | $30,880-65.0% | $16,539-34.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |