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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $92,000 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $48,150 |
BELLWETHER CONSULTING LLC4+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,445 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $10,177 |
LEVY RATNER1 year Service code 29 · EIN 13-3726314 80 EIGHTH AVE FLOOR 8 · NEW YORK, NY 100117175 | Legal | $9,908 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 9.61% | 15.47%-5.9pp | 12.93%-3.3pp | 53.27%-43.7pp |
| Employer contribution / active EE | $327 | $15,545-97.9% | $35,210-99.1% | $14,774-97.8% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |