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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.4+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $42,763 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $30,278 |
Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,500 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 | Actuarial | $22,963 |
STEPHEN HORN INSURANCE SERVICES4+ years Filed as: STEPHEN J. KORNREICH Service code 20 400 EAST 71ST ST. · NEW YORK, NY 10021 | Trustee (individual); Direct payment ... | $22,700 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $18,511 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $9,756 |
Service code 28 · EIN 13-3547557 | Investment Management | $8,446 |
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 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 4.37% | 10.25%-5.9pp | 10.78%-6.4pp | 12.16%-7.8pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |