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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $205,770 |
LOOMIS SAYLES2 years Filed as: LOOMIS & SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $148,514 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $71,602 |
DAVID ROMANO4 years Filed as: DAVID NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $67,336 |
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $38,160 |
QUAN-VEST CONSULTANTS, INC.10+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $24,000 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $18,165 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $12,395 |
MARRINAN & MAZZOLA MARDON P.C.10+ years Filed as: MARRINAN & MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3303633 | Legal | $7,080 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 0.51% | 8.40%-7.9pp | 10.52%-10.0pp | 13.05%-12.5pp |
| Employer contribution / active EE | $0 | $31,324-100.0% | $26,749-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |