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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC4+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $101,769 |
CHEIRON4+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $69,305 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $43,900 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $24,743 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 15 · EIN 36-0721895 | Recordkeeping | $12,654 |
Filed as: BRADY, MCGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $11,740 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $4,616 |
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 | $360,335-100.0% | $68,458-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | - |
| Annual return | -4.24% | 25.06%-29.3pp | -0.87%-3.4pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $21,826-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $656-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $165-100.0% | - |