| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED7 years Filed as: AMALGAMATED LIFE INSURANCE CO Service code 23 333 WESTCHESTER AVENUE · NEW YORK, NY 10604 | Insurance services | $265,165 |
SCHULTE ROTH & ZABEL LLP6 years Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $172,601 |
BENESYS, INC.9 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 12 · EIN 52-1796473 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Plan Administrator; Claims processing... | $105,294 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $53,750 |
ALICO4 years Service code 10 333 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Accounting | $45,131 |
Filed as: ALLIANT INSURANCE Service code 23 PO BOX 21874 · NEW YORK, NY 10087 | Insurance services | $30,118 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA Service code 10 450 SEVENTH AVE, 28TH FLOOR · NEW YORK, NY 10123 | Accounting | $25,000 |
MARINER LLC1 year Filed as: MARINER CONSULTING Service code 17 · EIN 59-3676225 531 W MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $17,500 |
NATIONAL RETIREMENT FUND4 years Service code 50 333 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Direct Payment | $7,200 |
J W THOMPSON INVESTMENTS7 years Filed as: J W THOMPSON INVESTMENTS LLC Service code 27 3000 N OCEAN DR · SINGR ISLAND, FL 33404 | Advisory (Plan) | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,461 | $106,553-91.1% | $81,370-88.4% | $106,553-91.1% |
| Participation rate | 39.1% | 69.8%-30.7pp | 69.5%-30.4pp | 69.8%-30.7pp |
| Annual return | 13.83% | 17.37%-3.5pp | 24.85%-11.0pp | 17.37%-3.5pp |
| Employer contribution / active EE | $234 | $3,359-93.0% | $2,464-90.5% | $3,359-93.0% |
| Participant deferral / active EE | $192 | $5,562-96.5% | $3,885-95.1% | $5,562-96.5% |
| Admin fee / account holder | $30 | $80-62.9% | $5,749-99.5% | $80-62.9% |