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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $70,000 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $41,352 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $36,087 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $26,140 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,708 |
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $23,232 |
TPA CORPORATION4+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 | Recordkeeping | $15,000 |
DECUSOFT3 years Filed as: DECUSOFT LLC Service code 15 · EIN 02-0643827 | Recordkeeping | $10,608 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 52-1679020 | Investment Management | $6,345 |
AMALGAMATED BANK4+ years Service code 15 · EIN 13-4920330 | Recordkeeping | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.90% | -1.12%-4.8pp | -2.18%-3.7pp | 0.19%-6.1pp |
| Employer contribution / active EE | $1,943 | $12,052-83.9% | $38,751-95.0% | $13,763-85.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |