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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND5+ years Service code 36 · EIN 13-3562352 | Participant communication; Other serv... | $136,874 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $51,082 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $30,520 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $22,847 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $21,914 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET, 5TH FLOOR · NEW YORK, NY 10061 | Advisory (Plan) | $10,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $6,000 |
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 | $62,262 | $66,051-5.7% | $92,909-33.0% | $77,775-19.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 12.25% | 20.69%-8.4pp | 109.44%-97.2pp | 32.58%-20.3pp |
| Employer contribution / active EE | $6,991 | $3,426+104.1% | $3,653+91.4% | $2,504+179.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $255 | $148+72.5% | $5,795-95.6% | $100+154.8% |