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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $130,259 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA, INC. Service code 11 · EIN 91-0675641 | Actuarial | $88,480 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
COHEN & STEERS8 years Filed as: COHEN WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $30,857 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,602 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 | Investment Management | $22,048 |
JOHN OMEARA9 years Service code 20 · EIN 47-1997387 | Trustee (individual); Direct payment ... | $12,500 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 9.38% | 10.25%-0.9pp | 8.34%+1.0pp | 8.21%+1.2pp |
| Employer contribution / active EE | $3,061 | $16,685-81.7% | $30,790-90.1% | $13,837-77.9% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |