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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 28 · EIN 23-1707341 | Investment Management | $391,348 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $228,306 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $130,260 |
WILLIG, WILLIAMS & DAVIDSON2+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $70,715 |
STEVENS & LEE2+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $52,944 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $30,601 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $27,400 |
HARBRIDGE CONSULTING GROUP, LLC2+ years Filed as: HARBRIDGE CONSULTING GROUP Service code 11 · EIN 30-0192194 | Actuarial | $17,800 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 23-3060382 | Custodial (other than securities); Di... | $8,786 |
AMALGAMATED BANK1 year Service code 50 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Direct Payment | $5,968 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 8.78% | 4.38%+4.4pp | 4.72%+4.1pp | 7.18%+1.6pp |
| Employer contribution / active EE | $7,159 | $13,406-46.6% | $30,821-76.8% | $13,095-45.3% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |