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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $151,103 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $121,297 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $61,676 |
WEAVER C. BARKSDALE & ASSOCIATES5+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $50,021 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $48,780 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $48,234 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $45,884 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $44,019 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $34,000 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $32,418 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -0.29% | 9.58%-9.9pp | 9.52%-9.8pp | 11.45%-11.7pp |
| Employer contribution / active EE | $13,731 | $21,155-35.1% | $41,951-67.3% | $17,219-20.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |