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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $99,408 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $70,547 |
BENSERCO3+ years Filed as: BENSERCO, INC. Service code 13 · EIN 13-2732561 | Contract Administrator | $70,314 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,214 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $41,406 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $28,923 |
JUDITH P. BROACH1 year Service code 31 ONE PENN PLAZA, SUITE 2601 · NEW YORK, NY 10119 | Direct payment from the plan; Named f... | $19,736 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $17,500 |
BROACH & STULBERG LLP1 year Filed as: BROACH & STULBERG, LLP Service code 31 · EIN 13-3309770 | Named fiduciary; Direct payment from ... | $17,405 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,701 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 14.01% | -1.32%+15.3pp | -0.67%+14.7pp | 10.56%+3.4pp |
| Employer contribution / active EE | $9,920 | $18,687-46.9% | $31,731-68.7% | $13,643-27.3% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |