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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $24,323 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $12,000 |
AMALGAMATED BANK8+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $11,986 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $8,100 |
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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 | $779,308-100.0% | $748,470-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.5%-44.5pp |
| Annual return | -13.84% | -0.99%-12.9pp | 0.46%-14.3pp | -14.65%+0.8pp |
| Employer contribution / active EE | $40,789 | $40,624+0.4% | $35,480+15.0% | $46,321-11.9% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |