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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,489 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $72,187 |
GCM GROSVENOR1 year Filed as: GROSVENOR Service code 28 50 S LASALLE STREET, LQ-11 · CHICAGO, IL 60603 | Investment Management | $67,121 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $47,909 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $38,619 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,000 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 20-1575788 | Investment Management | $26,471 |
Service code 28 · EIN 26-2237421 | Investment Management | $17,191 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $16,300 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $16,203 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 15.29% | 33.70%-18.4pp | 14.64%+0.6pp | 53.27%-38.0pp |
| Employer contribution / active EE | $11,944 | $14,473-17.5% | $41,831-71.4% | $14,774-19.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |