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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $364,784 |
Service code 28 · EIN 04-2895544 | Investment Management | $341,465 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $327,002 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $289,907 |
SUSETTE STONE9+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $286,707 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $228,982 |
AQR CAPITAL MANAGEMENT LLC9+ years Service code 28 · EIN 13-3987414 | Investment Management | $155,043 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $136,992 |
JAMES L. GREEN, P.C.9+ years Service code 29 · EIN 20-0844028 | Legal | $126,000 |
CARY KANE LLP9+ years Service code 29 · EIN 88-1989795 | Legal | $120,000 |
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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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 12.28% | 6.42%+5.9pp | 8.92%+3.4pp | 9.30%+3.0pp |
| Employer contribution / active EE | $1,918 | $10,547-81.8% | $24,457-92.2% | $12,551-84.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |