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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $93,341 |
CHEIRON5+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $80,487 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 | Plan Administrator | $65,992 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $60,733 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $50,840 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $35,639 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,092 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $27,773 |
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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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 13.84% | 13.77%+0.1pp | 239.57%-225.7pp | 13.59%+0.2pp |
| Employer contribution / active EE | $15,305 | $20,011-23.5% | $43,837-65.1% | $14,592+4.9% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |