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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $18,525 |
FABIAN & BYRN LLC1 year Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $14,400 |
BACHELER & COMPANY PC2+ years Filed as: BACHELER & CO PC Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $12,652 |
Filed as: MERANZE, KATZ GAUDIOSO PC Service code 29 · EIN 23-2331604 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $2,675 |
KLEINBARD LLC2+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $2,000 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 6.32% | 20.36%-14.0pp | 1501.67%-1495.4pp | 20.87%-14.5pp |
| Employer contribution / active EE | $738 | $3,727-80.2% | $5,444-86.4% | $2,310-68.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |