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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $26,910 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $17,500 |
Service code 10 · EIN 13-2665700 | Accounting | $10,414 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $5,475 |
AMALGAMATED BANK2+ 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 | $3,332 | $107,378-96.9% | $108,582-96.9% | $57,658-94.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 5.66% | 12.80%-7.1pp | -51.70%+57.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $664 | $1,782-62.7% | $3,758-82.3% | $1,974-66.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $87 | $108-20.0% | $7,645-98.9% | $95-8.2% |