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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC6+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-4129368 | Other Fees | $4,453,062 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $141,890 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $97,397 |
3BF PARTNERS, LLC1 year Filed as: 3BF PARTNERS LLC Service code 99 · EIN 37-1920632 | Other Fees | $91,920 |
Service code 36 · EIN 26-4662241 | Copying and duplicating | $74,532 |
CONSOLIDATED COLOR PRESS INC5 years Service code 36 · EIN 13-2797841 | Copying and duplicating | $54,898 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $53,625 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $24,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $16,292 |
RALPH BERGER, ESQ3 years Filed as: RALPH S. BERGER, ESQ Service code 29 · EIN 11-2793161 | Legal | $13,000 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.33% | 13.80%-2.5pp | 90.61%-79.3pp | 13.80%-2.5pp |
| Employer contribution / active EE | $494 | $10,386-95.2% | $32,730-98.5% | $10,386-95.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |