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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $51,240 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $43,334 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C&R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $31,500 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $11,871 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $10,593 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,517 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,326 | $48,313-82.8% | $73,309-88.6% | $52,331-84.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | -0.16% | 3.85%-4.0pp | 5.67%-5.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,432 | $1,661-13.8% | $3,237-55.8% | $1,882-23.9% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $124 | $404-69.2% | $5,635-97.8% | $592-79.0% |