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| Provider | Service type | Compensation |
|---|---|---|
INSIGHT NORTH AMERICA LLC3 years Filed as: INSIGHT NORTH AMERICA Service code 27 · EIN 82-0983489 | Advisory (Plan) | $625,009 |
TENJ WELFARE FUND10+ years Service code 49 · EIN 22-1461069 | Other Services | $578,108 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $210,924 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $202,473 |
COHEN, LEDER, MONTALBANO & GROSSMAN10+ years Service code 29 · EIN 41-2044610 | Legal | $184,314 |
DAVID ROMANO4 years Filed as: DAVID W. NEW, PC Service code 29 · EIN 22-2553368 | Legal | $167,466 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $151,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 49 · EIN 52-1796473 | Other Services | $77,559 |
Filed as: JPM Service code 49 270 PARK AVE · NEW YORK, NY 10017 | Other Services | $50,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $37,800 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 5.48% | 8.51%-3.0pp | 10.53%-5.0pp | 8.76%-3.3pp |
| Employer contribution / active EE | $58,774 | $16,216+262.5% | $26,797+119.3% | $16,664+252.7% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |