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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $76,770 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $42,725 |
COHEN & STEERS5+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $31,505 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $28,643 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,615 |
TPA CORPORATION5+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 | Recordkeeping | $15,000 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 16 · EIN 82-2042737 | Consulting | $8,069 |
AMALGAMATED BANK5+ years Service code 15 · EIN 13-4920330 | Recordkeeping | $4,874 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 16.67% | 53.27%-36.6pp | 50.81%-34.1pp | 53.27%-36.6pp |
| Employer contribution / active EE | $1,785 | $14,774-87.9% | $42,739-95.8% | $14,774-87.9% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |