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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.7+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $53,943 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $30,284 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,964 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 17 · EIN 26-3842522 | Pension Consulting | $25,481 |
STUART GRABOIS3 years Service code 20 1501 BROADWAY · NEW YORK, NY 10036 | Trustee (individual); Direct payment ... | $24,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $18,445 |
TOCQUEVILLE ASSET MANAGEMENT4 years Service code 28 · EIN 13-3547557 | Investment Management | $16,275 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $7,214 |
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 | $592,784-100.0% | $565,817-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.5%-44.5pp |
| Annual return | 8.87% | -8.20%+17.1pp | -8.79%+17.7pp | -14.65%+23.5pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |