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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND3+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $96,477 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $43,970 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $35,941 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $21,599 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $21,504 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
KMR SYSTEMS CORP3+ years Service code 15 · EIN 13-3192128 | Recordkeeping | $7,425 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $6,000 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 | Consulting | $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 | $56,980 | $89,274-36.2% | $149,721-61.9% | $77,958-26.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 8.26% | 20.36%-12.1pp | 1501.67%-1493.4pp | 20.87%-12.6pp |
| Employer contribution / active EE | $4,802 | $3,727+28.9% | $5,444-11.8% | $2,310+107.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $246 | $240+2.5% | $11,282-97.8% | $97+152.5% |