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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $281,251 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $160,816 |
THE SEGAL COMPANY4+ years Service code 10 · EIN 13-1835864 | Accounting | $108,335 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $105,124 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $96,454 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $74,875 |
PICTET ASSET MANAGEMENT4+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $72,115 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $61,521 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Service code 29 · EIN 23-2657967 | Legal | $59,178 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $40,141 |
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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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -4.65% | 33.37%-38.0pp | -0.77%-3.9pp | 33.37%-38.0pp |
| Employer contribution / active EE | $3,248 | $11,253-71.1% | $29,514-89.0% | $11,253-71.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |