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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $103,500 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $58,645 |
LEVY RATNER4 years Service code 29 · EIN 13-3726314 80 EIGHTH AVE FLOOR 8 · NEW YORK, NY 100117175 | Legal | $20,847 |
BELLWETHER CONSULTING LLC7+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $15,968 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $12,997 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -17.61% | 13.34%-31.0pp | 0.46%-18.1pp | -5.25%-12.4pp |
| Employer contribution / active EE | $2,359 | $19,967-88.2% | $35,480-93.4% | $15,161-84.4% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |