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| Provider | Service type | Compensation |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT1+ years Filed as: STUYVESANT CAPITAL Service code 27 · EIN 13-2953844 | Advisory (Plan) | $35,115 |
PATH ADMINISTRATORS1+ years Service code 14 · EIN 46-1226464 | Plan Administrator | $30,000 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $21,675 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $10,333 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-1496747 | Legal | $10,056 |
JACOBY DONNER, P.C.1+ years Filed as: JACOBY DONNER, PC Service code 29 · EIN 23-2220388 | Legal | $10,000 |
AMALGAMATED BANK1+ years Service code 21 · EIN 13-4920330 | Bank Trustee | $5,007 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.12% | 3.49%-4.6pp | 4.16%-5.3pp | 7.18%-8.3pp |
| Employer contribution / active EE | $2,091 | $11,083-81.1% | $29,966-93.0% | $13,095-84.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |