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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $43,533 |
REINHART BOERNER VAN DEUREN S.C.2+ years Service code 29 · EIN 39-1126909 | Legal | $14,373 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $12,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $10,908 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.79% | 4.23%+3.6pp | 3.97%+3.8pp | 4.56%+3.2pp |
| Employer contribution / active EE | $11,642 | $16,147-27.9% | $28,168-58.7% | $15,526-25.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |