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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $238,290 |
BENSERCO1+ years Filed as: BENSERCO, INC. Service code 13 · EIN 13-2732561 | Contract Administrator | $92,417 |
THE SEGAL COMPANY1+ years Filed as: SEGAL AND CO. Service code 11 · EIN 13-1835864 | Actuarial | $77,268 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $56,286 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $44,422 |
BROACH & STULBERG LLP1+ years Filed as: BROACH & STULBERG, LLC Service code 31 · EIN 13-3309770 | Direct payment from the plan; Named f... | $42,652 |
ICC CAPITAL MANAGEMENT1+ years Filed as: ICC CAPITAL MANAGEMENT INC Service code 28 · EIN 59-3310114 | Investment Management | $28,608 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $17,500 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,392 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -2.31% | 4.23%-6.5pp | 3.97%-6.3pp | 4.56%-6.9pp |
| Employer contribution / active EE | $8,437 | $16,147-47.7% | $28,168-70.0% | $15,526-45.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |