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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $289,752 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $166,786 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $113,625 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $94,723 |
PICTET ASSET MANAGEMENT1 year Filed as: PICTET ASSET MANAGEMENT SA Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $48,085 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $43,718 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $40,910 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Service code 29 · EIN 23-2657967 | Legal | $38,561 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,000 |
Filed as: RISK STRATEGIES COMPANY Service code 22 · EIN 16-1689464 | Insurance Broker | $25,119 |
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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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 9.81% | 9.42%+0.4pp | 9.65%+0.2pp | 12.86%-3.1pp |
| Employer contribution / active EE | $3,012 | $3,243-7.1% | $27,458-89.0% | $13,687-78.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |