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| Provider | Service type | Compensation |
|---|---|---|
BENSERCO2+ years Filed as: BENSERCO INC. Service code 13 · EIN 13-2732561 | Contract Administrator | $280,108 |
THE SEGAL COMPANY2+ years Service code 10 · EIN 13-1835864 | Accounting | $154,588 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $152,202 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Service code 29 · EIN 23-2657967 | Legal | $109,025 |
INVESCO2+ years Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $95,006 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $77,427 |
PICTET ASSET MANAGEMENT2+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $51,966 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $51,767 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $46,307 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $43,079 |
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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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 6.38% | 4.86%+1.5pp | 4.96%+1.4pp | 9.19%-2.8pp |
| Employer contribution / active EE | $3,572 | $7,571-52.8% | $29,749-88.0% | $12,608-71.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |