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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $116,853 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $51,392 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $46,000 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 16 · EIN 82-4722389 | Consulting | $30,449 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,618 |
TPA CORPORATION3 years Service code 15 · EIN 13-3329882 | Recordkeeping | $21,000 |
AMALGAMATED BANK10+ years Service code 49 · EIN 13-4920330 | Other Services | $7,514 |
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Employer contribution per participant 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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 9.97% | 8.76%+1.2pp | 7.19%+2.8pp | 8.76%+1.2pp |
| Employer contribution / active EE | $1,971 | $16,664-88.2% | $35,958-94.5% | $16,664-88.2% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |