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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON4+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $71,971 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $68,364 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 | Plan Administrator | $66,082 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $51,410 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $40,139 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $36,750 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $30,880 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 13-4044521 | Investment Management | $25,656 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $25,602 |
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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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -1.61% | -3.32%+1.7pp | -2.99%+1.4pp | 10.56%-12.2pp |
| Employer contribution / active EE | $8,964 | $15,411-41.8% | $41,623-78.5% | $13,643-34.3% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |