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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 12 · EIN 52-1590516 | Claims processing | $337,333 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $60,435 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $31,650 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
Service code 29 · EIN 13-2998136 | Legal | $15,881 |
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 | $8,961 | $57,606-84.4% | $67,313-86.7% | $75,289-88.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -2.15% | -0.47%-1.7pp | -4.08%+1.9pp | -0.04%-2.1pp |
| Employer contribution / active EE | $3,779 | $2,206+71.3% | $2,566+47.3% | $2,405+57.1% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $63 | $83-23.6% | $4,507-98.6% | $102-38.2% |