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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $100,443 |
CHEIRON7+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $97,545 |
Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $59,089 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $50,000 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $43,260 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,000 |
Filed as: HARDMAN JOHNSON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $33,953 |
CARDAY ASSOCIATES4 years Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $22,660 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,119 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NA Service code 49 · EIN 22-1146430 | Other Services | $7,834 |
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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 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 13.26% | 9.66%+3.6pp | 9.74%+3.5pp | 18.35%-5.1pp |
| Employer contribution / active EE | $11,285 | $13,864-18.6% | $39,474-71.4% | $14,669-23.1% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |