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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 27-2698206 | Investment Management | $450,024 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 | Investment Management | $132,809 |
DRYWALL TAPERS INSURANCE FUND10+ years Service code 38 · EIN 13-3562352 | Participant Communication | $126,796 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $104,800 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $85,972 |
AMAGLAMATED BANK OF NY10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,117 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS,PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $44,083 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,500 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $32,500 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $18,919 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.47% | 11.08%+2.4pp | 8.10%+5.4pp | 8.76%+4.7pp |
| Employer contribution / active EE | $4,589 | $13,910-67.0% | $28,649-84.0% | $16,650-72.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |