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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,254 |
AMALGAMATED BANK6+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $12,683 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $12,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $7,500 |
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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 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 13.00% | 7.44%+5.6pp | 7.87%+5.1pp | 259.14%-246.1pp |
| Employer contribution / active EE | $47,619 | $36,975+28.8% | $31,784+49.8% | $41,471+14.8% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |