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| Provider | Service type | Compensation |
|---|---|---|
BENSERCO1+ years Filed as: BENSERCO. INC. Service code 12 · EIN 13-2732561 | Claims processing | $225,340 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $61,012 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $25,368 |
STUYVESANT CAPITAL MANAGEMENT1+ years Service code 51 · EIN 13-2953844 | Investment Mgmt Fees | $22,666 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
Service code 29 · EIN 13-2998136 | Legal | $18,887 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,342 | $54,281-82.8% | $60,547-84.6% | $59,188-84.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.0%+32.0pp | 69.4%+30.6pp |
| Annual return | -1.18% | 1.74%-2.9pp | 335.64%-336.8pp | 5.51%-6.7pp |
| Employer contribution / active EE | $1,468 | $2,031-27.7% | $2,419-39.3% | $2,098-30.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $62 | $64-3.6% | $4,536-98.6% | $92-32.6% |