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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $289,752 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $202,480 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY(EASTERN STATES)IN Service code 11 · EIN 13-1835864 | Actuarial | $73,975 |
PICTET ASSET MANAGEMENT3 years Filed as: PICTET ASSET MANAGEMENT SA Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $61,405 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $48,064 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Service code 29 · EIN 23-2657967 | Legal | $45,261 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $43,335 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $40,030 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,000 |
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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 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -12.84% | 2.77%-15.6pp | 7.07%-19.9pp | 2.77%-15.6pp |
| Employer contribution / active EE | $3,341 | $15,262-78.1% | $34,847-90.4% | $15,262-78.1% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |