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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $79,936 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $42,198 |
COHEN & STEERS6+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $26,696 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,909 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $18,275 |
TPA CORPORATION6+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 | Recordkeeping | $15,619 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,129 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 12.34% | 11.45%+0.9pp | 7.48%+4.9pp | 11.45%+0.9pp |
| Employer contribution / active EE | $1,634 | $17,219-90.5% | $39,603-95.9% | $17,219-90.5% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |