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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $111,582 |
CHEIRON1+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $79,965 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $61,026 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $56,437 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C&R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $51,500 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $36,832 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $36,673 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 | Investment Management | $30,657 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $24,372 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $20,825 |
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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 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -0.21% | -1.76%+1.6pp | -2.13%+1.9pp | 2.81%-3.0pp |
| Employer contribution / active EE | $7,013 | $19,174-63.4% | $34,127-79.4% | $16,358-57.1% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |