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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $202,006 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $175,972 |
LINA THEN4 years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $99,446 |
Filed as: MELLON INVESTMENT CORP. Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $92,259 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $90,784 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
AMALGAMATED BANK5+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $84,691 |
BERNADETTE SMITH5+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $65,745 |
SCHWARZWALD & MCNAIR5+ years Filed as: SCHWARZWALD MCNAIR AND FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $62,572 |
EILEEN DUPONT5+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $41,468 |
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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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 21.03% | 21.83%-0.8pp | 12.93%+8.1pp | 21.83%-0.8pp |
| Employer contribution / active EE | $6,982 | $12,237-42.9% | $35,210-80.2% | $12,237-42.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |