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| Provider | Service type | Compensation |
|---|---|---|
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT NORTH AMERICA Service code 27 · EIN 82-0983489 | Advisory (Plan) | $634,908 |
TENJ WELFARE FUND9+ years Service code 49 · EIN 22-1461069 | Other Services | $612,684 |
DAVID ROMANO3 years Filed as: DAVID W. NEW, PC Service code 29 · EIN 22-2553368 | Legal | $195,314 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $174,478 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 | Securities Custodian | $143,607 |
Service code 29 · EIN 41-2044610 | Legal | $135,777 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $62,500 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 49 · EIN 52-1796473 | Other Services | $57,695 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $37,800 |
JENDA TECHNOLOGY LLC8 years Service code 49 · EIN 45-5401009 | Other Services | $27,550 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 8.54% | 11.26%-2.7pp | 12.68%-4.1pp | 37.77%-29.2pp |
| Employer contribution / active EE | $16,113 | $10,658+51.2% | $41,626-61.3% | $15,798+2.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |