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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $211,042 |
ALA LOCAL 1L2+ years Service code 12 · EIN 13-4926470 | Recordkeeping and information managem... | $131,335 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC LLC Service code 27 · EIN 33-1077887 | Advisory (Plan) | $116,863 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $95,967 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $85,672 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $58,500 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $53,194 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 25-1919594 | Legal | $34,002 |
ROGOFF & COMPANY PC2+ years Service code 10 · EIN 13-2688836 | Accounting | $21,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,500 |
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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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 10.73% | 10.98%-0.2pp | 10.53%+0.2pp | 10.41%+0.3pp |
| Employer contribution / active EE | $2,636 | $15,231-82.7% | $29,360-91.0% | $14,691-82.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |