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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $161,427 |
PROSKAUER ROSE LLP7 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $150,555 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $102,906 |
EDWIN A STEINBERG8 years Service code 29 · EIN 13-3052418 | Legal | $72,961 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $70,659 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $48,195 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $31,524 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 18 · EIN 13-4920330 | Custodial (other than securities) | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 3.58% | 9.54%-6.0pp | 10.60%-7.0pp | 9.89%-6.3pp |
| Employer contribution / active EE | $30,196 | $20,687+46.0% | $43,831-31.1% | $14,313+111.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |