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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $792,000 |
SCHULTE ROTH & ZABEL LLP9+ years Service code 29 · EIN 13-2633996 | Legal | $684,507 |
THE SEGAL COMPANY7 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $355,921 |
COHEN & STEERS3 years Filed as: COHEN,WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $163,612 |
THE SEGAL COMPANY3 years Filed as: SEGAL MACRO ADVISOR Service code 28 · EIN 13-2646610 | Investment Management | $127,395 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $117,697 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $86,258 |
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 50 · EIN 13-3432221 | Direct Payment | $58,594 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $54,000 |
SEI INVESTMENTS9+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $51,158 |
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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% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 134.91% | 18.69%+116.2pp | 10.60%+124.3pp | 37.77%+97.1pp |
| Employer contribution / active EE | $3,691 | $12,263-69.9% | $43,831-91.6% | $15,798-76.6% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |