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| Provider | Service type | Compensation |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT5+ years Filed as: STUYVESANT CAPITAL Service code 27 · EIN 13-2953844 | Advisory (Plan) | $24,570 |
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $24,127 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $20,000 |
KANG HAGGERTY & FETBROYT3 years Service code 29 · EIN 23-2220388 | Legal | $10,000 |
MERANZE KATZ AND GAUDIOSO PC3 years Service code 29 · EIN 23-1496747 | Legal | $10,000 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,007 |
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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.
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -2.05% | 6.41%-8.5pp | 8.01%-10.1pp | 11.45%-13.5pp |
| Employer contribution / active EE | $3,764 | $11,592-67.5% | $29,476-87.2% | $17,219-78.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |