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| Provider | Service type | Compensation |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT2+ years Filed as: STUYVESANT CAPITAL Service code 27 · EIN 13-2953844 | Advisory (Plan) | $37,325 |
PATH ADMINISTRATORS2+ years Service code 14 · EIN 46-1226464 | Plan Administrator | $30,000 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $20,001 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
JACOBY DONNER, P.C.2+ years Filed as: JACOBY DONNER, PC Service code 29 · EIN 23-2220388 | Legal | $9,000 |
MERANZE KATZ AND GAUDIOSO PC2+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-1496747 | Legal | $9,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,022 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 4.83% | 11.78%-7.0pp | 8.32%-3.5pp | 23.90%-19.1pp |
| Employer contribution / active EE | $2,583 | $11,309-77.2% | $30,793-91.6% | $16,539-84.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |