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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND10+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $49,000 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,385 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $20,460 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $14,750 |
PACIFIC INCOME ADVISORS6 years Service code 28 · EIN 22-3283186 | Investment Management | $11,100 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,418 | $48,744-90.9% | $93,696-95.3% | $199,960-97.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 6.15% | 15.36%-9.2pp | 133.74%-127.6pp | 34.28%-28.1pp |
| Employer contribution / active EE | $1,519 | $1,140+33.3% | $2,422-37.3% | $3,036-49.9% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,087-100.0% |
| Admin fee / account holder | $82 | $195-58.2% | $8,287-99.0% | $269-69.7% |