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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $123,426 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $66,606 |
WILMINGTON TRUST4+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $43,315 |
STROOK, STROOK, AND LAVAN4+ years Service code 29 · EIN 13-5539787 | Legal | $29,775 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $28,500 |
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Participant 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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | -3.27% | 0.19%-3.5pp | -0.33%-2.9pp | 0.19%-3.5pp |
| Employer contribution / active EE | $13,170 | $13,763-4.3% | $25,782-48.9% | $13,763-4.3% |
| Participant deferral / active EE | $672 | $804-16.4% | $928-27.5% | $804-16.4% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |