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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $147,995 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $134,800 |
BMO HARRIS BANK NA4+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $70,054 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 | Investment Management | $55,930 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $53,283 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $44,629 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $44,400 |
WEAVER C. BARKSDALE & ASSOCIATES4+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $43,369 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $38,426 |
FOUNDRY PARTNERS3 years Service code 28 · EIN 46-1184506 | Investment Management | $34,525 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 5.11% | 33.70%-28.6pp | 14.64%-9.5pp | 53.27%-48.2pp |
| Employer contribution / active EE | $14,053 | $14,473-2.9% | $41,831-66.4% | $14,774-4.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |