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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON8+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $77,939 |
I.E. SHAFFER & CO.2 years Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $75,000 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $50,681 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $49,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,000 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $32,652 |
Filed as: HARDMAN JOHNSON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $15,381 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $10,906 |
DAVID ROMANO2 years Filed as: DAVID W. NEW, P.C. Service code 20 · EIN 22-2553368 | Direct payment from the plan; Trustee... | $7,248 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NA Service code 49 · EIN 22-1146430 | Other Services | $7,031 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,032-100.0% | $268,676-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 9.9%-9.9pp |
| Annual return | -7.91% | -13.96%+6.1pp | -10.68%+2.8pp | -5.25%-2.7pp |
| Employer contribution / active EE | $10,614 | $9,887+7.4% | $48,995-78.3% | $15,161-30.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $360-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,366-100.0% | $3,859-100.0% |