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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $88,471 |
ANITA SIMONELLI4 years Service code 30 · EIN 13-2851614 | Employee (plan); Direct payment from ... | $74,447 |
FRIEDMAN & ANSPACH2 years Service code 29 | Legal | $36,000 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $26,000 |
LUCY GEHA3 years Service code 10 · EIN 13-2851614 | Accounting | $25,916 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $18,250 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,884 |
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 | $503,327-100.0% | $270,125-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | - |
| Annual return | -18.41% | 55.68%-74.1pp | -38.86%+20.5pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $37,752-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $16,942-100.0% | - |