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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $96,792 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $51,326 |
BELLWETHER CONSULTING LLC5+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
LEVY RATNER2 years Service code 29 · EIN 13-3726314 80 EIGHTH AVE FLOOR 8 · NEW YORK, NY 100117175 | Legal | $16,850 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,630 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $11,881 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 4.34% | 8.15%-3.8pp | 7.87%-3.5pp | 11.45%-7.1pp |
| Employer contribution / active EE | $310 | $17,725-98.3% | $31,784-99.0% | $17,219-98.2% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |