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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $132,417 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $87,078 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $57,731 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Filed as: C&R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $52,610 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4044521 | Investment Management | $38,311 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,662 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $25,858 |
Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 28 · EIN 13-3257590 | Investment Management | $24,594 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $23,283 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $22,931 |
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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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 21.72% | 5.61%+16.1pp | 3.99%+17.7pp | 11.88%+9.8pp |
| Employer contribution / active EE | $5,411 | $20,606-73.7% | $38,279-85.9% | $14,612-63.0% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |