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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $19,224 |
FABIAN & BYRN LLC2 years Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $14,400 |
BACHELER & COMPANY PC3+ years Filed as: BACHELER & CO PC Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $13,040 |
MERANZE KATZ AND GAUDIOSO PC2 years Filed as: MERANZE, KATZ GAUDIOSO PC Service code 29 · EIN 23-2331604 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $2,023 |
KLEINBARD LLC1 year Service code 29 · EIN 23-1308492 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $1,000 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $470 |
Employer contribution per participant 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 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 4.76% | -0.36%+5.1pp | 651.15%-646.4pp | -0.04%+4.8pp |
| Employer contribution / active EE | $677 | $3,856-82.4% | $5,605-87.9% | $2,405-71.9% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |