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| Provider | Service type | Compensation |
|---|---|---|
PHARO GLOBAL ADVISORS LTD6 years Service code 28 | Investment Management | $636,146 |
CARY KANE LLP7+ years Service code 29 · EIN 88-1989795 | Legal | $367,554 |
Service code 28 · EIN 04-2895544 | Investment Management | $268,379 |
SUSETTE STONE7+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $261,613 |
SDBWU LOCAL 812 UNION7+ years Service code 49 · EIN 13-5045803 | Other Services | $237,314 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $222,664 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $208,333 |
GOLDMAN SACHS7+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $195,664 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $124,992 |
PROSKAUER ROSE LLP5 years Filed as: PROSKAEUR ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $122,785 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -4.36% | -18.55%+14.2pp | -2.63%-1.7pp | 23.41%-27.8pp |
| Employer contribution / active EE | $7,955 | $6,513+22.1% | $29,813-73.3% | $12,650-37.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |