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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $289,752 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $185,148 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY(EASTERN STATES)IN Service code 11 · EIN 13-1835864 | Actuarial | $113,625 |
PICTET ASSET MANAGEMENT2 years Filed as: PICTET ASSET MANAGEMENT SA Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $90,269 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $55,130 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Service code 29 · EIN 23-2657967 | Legal | $44,906 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $41,479 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $36,672 |
THE SEGAL COMPANY3 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 | $28,077 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 15.35% | 13.24%+2.1pp | 10.41%+4.9pp | 13.24%+2.1pp |
| Employer contribution / active EE | $3,221 | $14,616-78.0% | $31,248-89.7% | $14,616-78.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |