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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND3+ years Service code 49 · EIN 22-1461069 | Other Services | $926,807 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $183,666 |
NEW & KARFUNKEL, P.C.3+ years Service code 29 · EIN 22-2553368 | Legal | $109,637 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,000 |
Service code 29 · EIN 41-2044610 | Legal | $75,355 |
BAHL & GAYNOR2 years Filed as: BAHL & GAYNOR INC Service code 68 · EIN 31-1297139 | Soft dollars commissions | $63,755 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 | Advisory (Plan) | $62,742 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $53,563 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $47,703 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $36,000 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | -2.45% | 13.03%-15.5pp | 10.36%-12.8pp | 23.90%-26.3pp |
| Employer contribution / active EE | $47,895 | $15,779+203.5% | $37,738+26.9% | $16,539+189.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |