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| Provider | Service type | Compensation |
|---|---|---|
Filed as: 1199SEIU NATIONAL BENEFIT FUND Service code 99 · EIN 13-1628401 | Other Fees | $4,729,494 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $161,647 |
3BF PARTNERS, LLC5 years Filed as: 3BF PARTNERS LLC Service code 99 · EIN 37-1920632 | Other Fees | $130,080 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 06-0839113 | Consulting | $113,270 |
Service code 36 · EIN 26-4662241 | Copying and duplicating | $97,818 |
ADP BROKER-DEALER3 years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 12 · EIN 22-1467904 | Claims processing | $82,197 |
PENSION BENEFIT INFORMATION6 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 16 · EIN 82-2042737 | Consulting | $41,918 |
CHANGE HEALTHCARE3 years Filed as: CHANGE HEALTHCARE OPERATIONS, LLC Service code 12 · EIN 20-5731067 | Claims processing | $23,000 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $12,045 |
ALGER3 years Service code 52 · EIN 81-3115007 | Indirect Investment Fees | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.20% | 8.85%-3.6pp | 9.82%-4.6pp | 8.85%-3.6pp |
| Employer contribution / active EE | $541 | $8,529-93.7% | $30,322-98.2% | $8,529-93.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |