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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND1+ years Service code 49 · EIN 22-1461069 | Other Services | $1,060,784 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $230,193 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $161,801 |
Service code 29 · EIN 41-2044610 | Legal | $140,365 |
NEW & KARFUNKEL, P.C.1+ years Service code 29 · EIN 22-2553368 | Legal | $118,369 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $73,887 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $60,400 |
ROBERT HALF1+ years Filed as: ACCOUNTEMPS Service code 49 · EIN 94-1648752 | Other Services | $37,219 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $35,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $33,725 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -15.36% | 0.06%-15.4pp | -0.81%-14.6pp | -0.60%-14.8pp |
| Employer contribution / active EE | $64,519 | $14,206+354.2% | $38,425+67.9% | $12,272+425.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |