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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND6+ years Service code 49 · EIN 22-1461069 | Other Services | $661,972 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $156,019 |
NEW & KARFUNKEL, P.C.6+ years Service code 29 · EIN 22-2553368 | Legal | $124,580 |
Service code 29 · EIN 41-2044610 | Legal | $108,868 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $56,014 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $42,383 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $36,000 |
JENDA TECHNOLOGY LLC5 years Service code 49 · EIN 45-5401009 | Other Services | $32,752 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,500 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,033 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 11.33% | 9.58%+1.8pp | 9.52%+1.8pp | 11.45%-0.1pp |
| Employer contribution / active EE | $27,392 | $21,155+29.5% | $41,951-34.7% | $17,219+59.1% |
| 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% |