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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND6+ years Service code 36 · EIN 13-3562352 | Other services; Copying and duplicati... | $191,146 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $56,412 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $30,816 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $20,723 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $19,029 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $12,750 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $11,250 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET, 5TH FLOOR · NEW YORK, NY 10061 | Advisory (Plan) | $10,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,567 | $81,719-19.8% | $101,271-35.3% | $90,274-27.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.58% | 337.64%-328.1pp | 46.48%-36.9pp | 53.97%-44.4pp |
| Employer contribution / active EE | $5,650 | $3,622+56.0% | $3,660+54.4% | $2,523+123.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $318 | $162+96.3% | $5,948-94.7% | $114+178.7% |