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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $107,236 |
CHEIRON3+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $92,548 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Filed as: C&R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $61,285 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $55,837 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $45,832 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,034 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $32,987 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $28,868 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $25,489 |
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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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 12.20% | 10.65%+1.5pp | 9.60%+2.6pp | 10.41%+1.8pp |
| Employer contribution / active EE | $8,553 | $22,524-62.0% | $45,595-81.2% | $14,691-41.8% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |