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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $583,270 |
PHARO GLOBAL ADVISORS LTD7 years Service code 28 | Investment Management | $396,152 |
SUSETTE STONE8+ years Service code 30 · EIN 13-5660090 | Direct payment from the plan; Employe... | $282,421 |
GOLDMAN SACHS8+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $273,764 |
CARY KANE LLP8+ years Service code 29 · EIN 88-1989795 | Legal | $266,523 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $243,929 |
Service code 28 · EIN 04-2895544 | Investment Management | $241,165 |
PROSKAUER ROSE LLP6 years Filed as: PROSKAEUR ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $193,970 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $128,992 |
JAMES L. GREEN, P.C.8+ years Service code 29 · EIN 20-0844028 | Legal | $116,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | -3.09% | 8.26%-11.4pp | 9.51%-12.6pp | 9.11%-12.2pp |
| Employer contribution / active EE | $239,271 | $17,413+1274.1% | $23,377+923.5% | $12,231+1856.2% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |