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| Provider | Service type | Compensation |
|---|---|---|
BENSERCO2+ years Filed as: BENSERCO. INC. Service code 12 · EIN 13-2732561 | Claims processing | $230,241 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $58,783 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $35,913 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
Service code 29 · EIN 13-2998136 | Legal | $13,084 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,381 | $168,231-94.4% | $67,834-86.2% | $63,975-85.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 3.88% | 11.76%-7.9pp | 138.47%-134.6pp | 48.65%-44.8pp |
| Employer contribution / active EE | $1,563 | $1,907-18.1% | $2,403-35.0% | $2,182-28.4% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $60 | $81-25.4% | $4,622-98.7% | $70-14.7% |