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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $164,948 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,369 |
WILMINGTON TRUST8+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $45,376 |
STROOK, STROOK, AND LAVAN8+ years Service code 29 · EIN 13-5539787 | Legal | $39,773 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 | Insurance services | $0 |
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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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -16.18% | 2.78%-19.0pp | -11.22%-5.0pp | 2.78%-19.0pp |
| Employer contribution / active EE | $17,722 | $15,276+16.0% | $32,882-46.1% | $15,276+16.0% |
| Participant deferral / active EE | $709 | $691+2.6% | $579+22.4% | $691+2.6% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |