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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $222,330 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $124,554 |
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BEN PLAN ADMIN Service code 10 · EIN 13-3432221 | Accounting | $96,146 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,000 |
SCHULTE ROTH & ZABEL LLP8 years Filed as: SCHULTE ROTH & ZABLE, LLP Service code 29 · EIN 13-2633996 | Legal | $14,185 |
COUNSEL ADVISORS, INC.1 year Service code 16 · EIN 93-2423182 | Consulting | $10,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2626110 | Investment Management | $10,000 |
COHEN & STEERS2 years Filed as: COHEN WEISS & SIMONS LLP Service code 29 · EIN 13-1592323 | Legal | $9,919 |
Filed as: MID-ATLANTIC CAPITAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,396 | $115,744-83.2% | $100,415-80.7% | $200,096-90.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.5%+18.5pp | 72.0%+28.0pp |
| Annual return | 13.24% | 17.79%-4.6pp | 49.47%-36.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $832 | $3,657-77.3% | $3,943-78.9% | $3,038-72.6% |
| Participant deferral / active EE | $1,073 | $9,844-89.1% | $8,091-86.7% | $5,090-78.9% |
| Admin fee / account holder | $131 | $93+41.1% | $7,906-98.3% | $269-51.3% |