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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND2+ years Service code 49 · EIN 22-1461069 | Other Services | $1,057,526 |
Service code 29 · EIN 41-2044610 | Legal | $184,407 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $160,775 |
NEW & KARFUNKEL, P.C.2+ years Service code 29 · EIN 22-2553368 | Legal | $130,719 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,000 |
BAHL & GAYNOR1 year Filed as: BAHL & GAYNOR INC Service code 68 · EIN 31-1297139 | Soft dollars commissions | $60,246 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 | Advisory (Plan) | $48,787 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $47,092 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $45,956 |
ROBERT HALF2+ years Filed as: ACCOUNTEMPS Service code 49 · EIN 94-1648752 | Other Services | $43,890 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.79% | 5.13%+1.7pp | 4.74%+2.1pp | 7.18%-0.4pp |
| Employer contribution / active EE | $15,351 | $14,689+4.5% | $36,089-57.5% | $13,095+17.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |