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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $146,760 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $109,741 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $83,168 |
Filed as: BARROW HANLEY Service code 51 · EIN 20-0524545 | Investment Mgmt Fees | $62,555 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $56,917 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $56,131 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $42,400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $34,000 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $29,931 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $29,260 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.46% | 5.13%-5.6pp | 4.74%-5.2pp | 7.18%-7.6pp |
| Employer contribution / active EE | $11,647 | $14,689-20.7% | $36,089-67.7% | $13,095-11.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |