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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $283,360 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $174,181 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $105,903 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $73,146 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC. Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $71,078 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Service code 29 · EIN 23-2657967 | Legal | $61,832 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $61,606 |
PICTET ASSET MANAGEMENT5+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $58,912 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $45,886 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $31,000 |
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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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 13.91% | 15.03%-1.1pp | 11.67%+2.2pp | 21.83%-7.9pp |
| Employer contribution / active EE | $3,414 | $3,206+6.5% | $28,376-88.0% | $12,237-72.1% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |