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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND1+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $27,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,417 |
Service code 10 · EIN 13-2665700 | Accounting | $10,361 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $9,443 |
AMALGAMATED BANK1+ 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 | $3,291 | $57,096-94.2% | $94,228-96.5% | $55,191-94.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | -3.10% | 159.65%-162.8pp | 10.68%-13.8pp | 10.78%-13.9pp |
| Employer contribution / active EE | $678 | $1,708-60.3% | $3,587-81.1% | $1,899-64.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $101 | $89+12.6% | $6,269-98.4% | $91+10.7% |