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| Provider | Service type | Compensation |
|---|---|---|
ANITA SIMONELLI2 years Service code 30 · EIN 13-2851614 | Direct payment from the plan; Employe... | $67,444 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,625 |
SELECT EQUITY GROUP, L.P.6+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $36,435 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $30,354 |
LUCY GEHA1 year Service code 10 · EIN 13-2851614 | Accounting | $22,208 |
KAHN OPTON, LLP6+ years Service code 29 · EIN 13-3326111 | Legal | $20,400 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $18,250 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $10,642 |
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 | $1,185,213-100.0% | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | - |
| Annual return | 5.19% | 42.38%-37.2pp | 90.61%-85.4pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $32,730-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $12,805-100.0% | - |