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| Provider | Service type | Compensation |
|---|---|---|
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE CONSULTING GROUP LLC Service code 11 · EIN 30-0192194 120 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Actuarial | $28,750 |
MORRISON COHEN LLP1+ years Filed as: MORRISON COHEN, LLP Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $27,024 |
O'DWYER & BERNSTEIN, LLP1+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $10,000 |
FITZSIMMONS ABRAMS, LLP1+ years Service code 10 · EIN 13-2858927 59 EAST 54TH STREET · NEW YORK, NY 10022 | Accounting | $7,800 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $5,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -20.38% | -1.13%-19.3pp | -0.81%-19.6pp | -2.16%-18.2pp |
| Employer contribution / active EE | $3,442 | $49,652-93.1% | $38,425-91.0% | $42,949-92.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |