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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $128,553 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,120 |
WILMINGTON TRUST5+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $46,618 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $29,350 |
STROOK, STROOK, AND LAVAN5+ years Service code 29 · EIN 13-5539787 | Legal | $22,784 |
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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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 22.52% | 53.27%-30.8pp | 8.97%+13.5pp | 53.27%-30.8pp |
| Employer contribution / active EE | $13,757 | $14,774-6.9% | $37,026-62.8% | $14,774-6.9% |
| Participant deferral / active EE | $714 | $1,259-43.2% | $1,023-30.2% | $1,259-43.2% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |