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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.8+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 | Contract Administrator | $60,000 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 | Legal | $38,203 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $33,287 |
REYNOLDS CONSULTING SERVICES5 years Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,355 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 17 · EIN 26-3842522 | Pension Consulting | $25,000 |
STUART GRABOIS4 years Service code 20 1501 BROADWAY · NEW YORK, NY 10036 | Trustee (individual); Direct payment ... | $24,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $17,828 |
TOCQUEVILLE ASSET MANAGEMENT5 years Service code 28 · EIN 13-3547557 | Investment Management | $16,408 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,459 |
Annual investment return 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.
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 | $398,892-100.0% | $398,892-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.9%-55.9pp |
| Annual return | -10.06% | 8.32%-18.4pp | 8.56%-18.6pp | 24.44%-34.5pp |
| Employer contribution / active EE | $0 | $41,002-100.0% | $37,135-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |