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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $234,288 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $156,661 |
AMALGAMATED BANK9+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $112,308 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
JASMIN A ESTEVEZ1 year Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $84,227 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $66,997 |
Filed as: FUSCO-GALLAGHER PORCARO MUNROE LLP Service code 29 · EIN 20-0467468 | Legal | $64,352 |
BERNADETTE SMITH9+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $60,402 |
Service code 28 · EIN 86-1751460 | Investment Management | $43,327 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $32,000 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 7.98% | 9.11%-1.1pp | 9.36%-1.4pp | 9.11%-1.1pp |
| Employer contribution / active EE | $4,284 | $12,231-65.0% | $31,270-86.3% | $12,231-65.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |