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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $53,188 |
FACT CAPITAL LP1+ years Filed as: FACT Service code 11 · EIN 26-3842522 | Actuarial | $50,166 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD M. GREENSPAN P.C. Service code 29 · EIN 13-3341720 | Legal | $31,733 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $25,750 |
MILLER & MILLER1+ years Service code 22 · EIN 13-3663829 | Insurance Broker | $23,081 |
DAHAB ASSOCIATES1+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
RWDSU/UFCW LOCAL 3381+ years Filed as: RWDSU/LOCAL 338 Service code 99 · EIN 13-1215100 | Other Fees | $12,080 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,610 |
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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 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | -1.83% | -3.35%+1.5pp | -0.97%-0.9pp | -2.16%+0.3pp |
| Employer contribution / active EE | $14,316 | $38,959-63.3% | $22,441-36.2% | $42,949-66.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |