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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $150,773 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $109,652 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $66,946 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $55,060 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 | Investment Management | $54,803 |
WEAVER C. BARKSDALE & ASSOCIATES3+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $50,733 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $46,800 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $42,528 |
FOUNDRY PARTNERS2 years Service code 28 · EIN 46-1184506 | Investment Management | $38,808 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $36,930 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.76% | -1.12%+7.9pp | -2.18%+8.9pp | 0.19%+6.6pp |
| Employer contribution / active EE | $14,291 | $12,052+18.6% | $38,751-63.1% | $13,763+3.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |