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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $840,185 |
FABIAN & BYRN LLC3+ years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $172,922 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $123,551 |
WILLIG, WILLIAMS & DAVIDSON3+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $100,679 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $74,339 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $32,617 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $8,780 |
AMALGAMATED BANK2 years Filed as: AMLAGAMATED BANK Service code 49 · EIN 13-4920330 | Other Services | $8,433 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 7.80% | -1.21%+9.0pp | -0.41%+8.2pp | 0.19%+7.6pp |
| Employer contribution / active EE | $10,757 | $10,104+6.5% | $15,396-30.1% | $13,763-21.8% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |