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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $32,021 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $17,525 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $12,000 |
AMALGAMATED BANK3+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $11,226 |
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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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 7.87% | 8.48%-0.6pp | 9.39%-1.5pp | 10.21%-2.3pp |
| Employer contribution / active EE | $17,660 | $40,983-56.9% | $33,466-47.2% | $42,272-58.2% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |