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| Provider | Service type | Compensation |
|---|---|---|
MARC GOODMAN1+ years Service code 30 · EIN 13-5673836 220 EAST 23RD STREET · NEW YORK, NY 100104606 | Employee (plan) | $180,600 |
SMITH GRAHAM1+ years Service code 51 · EIN 59-1498196 140 BROADWAY 45TH FL · NEW YORK, NY 10005 | Investment Mgmt Fees | $139,004 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $101,789 |
MARIA DANYLUK1+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 220 EAST 23RD STREET · NEW YORK, NY 100104606 | Employee (plan) | $90,402 |
OLD GLORY ASSET MANAGEMENT1+ years Service code 51 · EIN 27-2256215 5 GREAT VALLEY PARKWAY · MALVERN, PA 19355 | Investment Mgmt Fees | $87,469 |
CARMEN COOPER1+ years Filed as: CARMEN PEREZ Service code 30 · EIN 13-5673836 220 EAST 23RD STREET · NEW YORK, NY 100104606 | Employee (plan) | $72,304 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 51 · EIN 34-1542819 1133 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Investment Mgmt Fees | $60,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 1 PARK AVENUE · NEW YORK, NY 10016 | Actuarial | $49,898 |
FITZSIMMONS ABRAMS, LLP1+ years Service code 10 · EIN 13-2858927 7600 JERICHO TURNPIKE · WOODBURY, NY 11797 | Accounting | $45,150 |
JOSEPH STERN CPA1+ years Service code 10 · EIN 11-2767324 89 JOSEPH AVENUE · STATEN ISLAND, NY 10314 | Accounting | $41,873 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $115,939-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 19.3%-19.3pp | 5.5%-5.5pp |
| Annual return | 3.69% | 5.86%-2.2pp | 3.97%-0.3pp | 5.86%-2.2pp |
| Employer contribution / active EE | $1,038 | $10,137-89.8% | $28,168-96.3% | $10,137-89.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $274-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,837-100.0% | $387-100.0% |