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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $90,374 |
CONSULTING ACTUARIAL GROUP, INC.10+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $33,826 |
STUART GRABOIS6 years Service code 20 1400 OLD COUNTRY ROAD SUITE 406 · WESTBURY, NY 11590 | Trustee (individual); Direct payment ... | $30,000 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 | Advisory (Plan) | $28,922 |
Service code 11 · EIN 26-3842522 | Actuarial | $25,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $11,321 |
TOCQUEVILLE ASSET MANAGEMENT7 years Service code 28 · EIN 13-3547557 | Investment Management | $9,398 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $4,353 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,675-100.0% | $81,675-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 60.0%-60.0pp | 31.0%-31.0pp |
| Annual return | 2.78% | 11.62%-8.8pp | 11.42%-8.6pp | 14.18%-11.4pp |
| Employer contribution / active EE | $0 | $36,177-100.0% | $33,172-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |