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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $43,797 |
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $37,278 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $25,091 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $25,000 |
BLACKROCK2+ years Filed as: BLACKROCK INSTIT. TRST COMPANY,N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $9,703 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $6,248 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,467 | $44,059+37.2% | $71,671-15.6% | $69,631-13.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 5.62% | 21.97%-16.4pp | 20.65%-15.0pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $6,346 | $1,305+386.4% | $2,460+158.0% | $2,032+212.3% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $250 | $108+132.2% | $5,558-95.5% | $110+126.4% |