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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $775,226 |
FABIAN & BYRN LLC2+ years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $172,175 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $74,875 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $46,296 |
WILLIG, WILLIAMS & DAVIDSON2+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 50 · EIN 23-2416488 | Direct Payment | $42,727 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $8,784 |
AMALGAMATED BANK1 year Filed as: AMLAGAMATED BANK Service code 49 · EIN 13-4920330 | Other Services | $5,883 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 11.93% | 11.50%+0.4pp | 337.46%-325.5pp | 23.90%-12.0pp |
| Employer contribution / active EE | $9,623 | $12,608-23.7% | $20,191-52.3% | $16,539-41.8% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |