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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $246,840 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $55,432 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $53,350 |
Service code 29 · EIN 13-2998136 | Legal | $22,000 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $18,750 |
TARTER KRINSKY & DROGIN1 year Service code 29 · EIN 13-4160916 | Legal | $13,013 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,903 | $70,115-88.7% | $70,548-88.8% | $80,149-90.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | 8.94% | 134.51%-125.6pp | 32.78%-23.8pp | 40.39%-31.5pp |
| Employer contribution / active EE | $2,161 | $3,021-28.5% | $2,975-27.4% | $2,977-27.4% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,015-100.0% |
| Admin fee / account holder | $63 | $112-43.8% | $6,424-99.0% | $145-56.5% |