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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 | Contract Administrator | $109,710 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $47,091 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,948 |
BELLWETHER CONSULTING LLC10+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
LEVY RATNER7 years Service code 29 · EIN 13-3726314 | Legal | $8,578 |
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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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 11.77% | 10.92%+0.9pp | 8.54%+3.2pp | 9.77%+2.0pp |
| Employer contribution / active EE | $406 | $19,775-97.9% | $26,203-98.5% | $13,890-97.1% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |