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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 28 · EIN 23-1707341 | Investment Management | $413,533 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $215,426 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $130,260 |
STEVENS & LEE3+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $128,680 |
WILLIG, WILLIAMS & DAVIDSON3+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $83,630 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $74,289 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $34,104 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 23-3060382 | Direct payment from the plan; Custodi... | $9,569 |
AMALGAMATED BANK2 years Service code 50 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Direct Payment | $6,611 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 12.80% | 11.16%+1.6pp | 14.20%-1.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $7,467 | $17,064-56.2% | $27,968-73.3% | $16,539-54.9% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |