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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND2+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $137,444 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $41,323 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $31,146 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $28,733 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $16,127 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 | Consulting | $10,000 |
KMR SYSTEMS CORP2+ years Service code 15 · EIN 13-3192128 | Recordkeeping | $7,125 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $5,000 |
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 | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 5.63% | 13.11%-7.5pp | 29.29%-23.7pp | 48.65%-43.0pp |
| Employer contribution / active EE | $4,744 | $3,503+35.4% | $5,211-9.0% | $2,182+117.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |