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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-6148540 | Contract Administrator | $400,588 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $188,937 |
PGIM INVESTMENTS4 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $135,855 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $41,761 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $41,065 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 81-4017137 | Investment Management | $36,873 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $19,500 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $18,554 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $17,809 |
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Employer contribution per participant 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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -12.12% | 23.41%-35.5pp | 0.46%-12.6pp | 23.41%-35.5pp |
| Employer contribution / active EE | $3,172 | $12,650-74.9% | $35,480-91.1% | $12,650-74.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |