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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC1+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $77,645 |
CHEIRON1+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $58,602 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY, LLC Service code 29 · EIN 37-1467056 | Legal | $53,118 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $50,850 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $25,474 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $19,992 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 51 · EIN 45-3328488 | Investment Mgmt Fees | $14,178 |
BRADY, MCGUIRE & STEINBERG, PC1+ years Filed as: BRADY MCGUIRE & STEINBERG Service code 29 · EIN 13-4089943 | Legal | $10,323 |
JAMISON, EATON & WOOD1+ years Filed as: JAMISON EATON & WOOD INC Service code 51 · EIN 22-1837199 | Investment Mgmt Fees | $9,003 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,383-100.0% | $177,383-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 23.8%-23.8pp | 48.7%-48.7pp |
| Annual return | -3.03% | -2.14%-0.9pp | -0.48%-2.6pp | -2.16%-0.9pp |
| Employer contribution / active EE | $0 | $29,259-100.0% | $23,357-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,964-100.0% | $3,964-100.0% | $12,572-100.0% |