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| Provider | Service type | Compensation |
|---|---|---|
SELECT EQUITY GROUP, L.P.5+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $85,256 |
ANITA SIMONELLI1 year Service code 30 · EIN 13-2851614 | Employee (plan); Direct payment from ... | $58,089 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $31,391 |
KAHN OPTON, LLP5+ years Service code 29 · EIN 13-3326111 | Legal | $20,400 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $18,250 |
Service code 17 · EIN 32-0016703 | Pension Consulting | $13,125 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,357 |
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 | $289,682-100.0% | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 26.99% | 43.80%-16.8pp | 20.73%+6.3pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $36,503-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $7,495-100.0% | - |