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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $149,150 |
WILMINGTON TRUST6+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $50,406 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $44,943 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $30,300 |
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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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 13.55% | 11.45%+2.1pp | 6.78%+6.8pp | 11.45%+2.1pp |
| Employer contribution / active EE | $20,183 | $17,219+17.2% | $28,542-29.3% | $17,219+17.2% |
| Participant deferral / active EE | $693 | $357+94.2% | $763-9.2% | $357+94.2% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |