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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND8+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $229,227 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $56,132 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $33,539 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $30,623 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $27,500 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $16,253 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $15,000 |
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $11,000 |
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 | $72,420 | $106,236-31.8% | $112,249-35.5% | $64,819+11.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.73% | -6.02%-7.7pp | 27.48%-41.2pp | 32.84%-46.6pp |
| Employer contribution / active EE | $7,523 | $3,166+137.6% | $3,636+106.9% | $2,507+200.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $466 | $452+3.3% | $6,412-92.7% | $188+148.3% |