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| Provider | Service type | Compensation |
|---|---|---|
LISA CERBES8+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $139,651 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $85,991 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $68,318 |
Service code 29 · EIN 52-1403822 | Legal | $58,240 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $55,450 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $14,863 |
MR. MICROCHIP8+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $10,253 |
LASALLE CONSULTING PARTNERS6 years Service code 16 · EIN 36-4030449 | Consulting | $7,338 |
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Employer 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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -16.53% | -13.54%-3.0pp | 22.50%-39.0pp | 23.41%-39.9pp |
| Employer contribution / active EE | $3,097 | $14,842-79.1% | $33,849-90.8% | $12,650-75.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |