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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $16,950 |
AMALGAMATED BANK11+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $13,011 |
THE SEGAL COMPANY10+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,000 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $9,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,827-100.0% | $258,827-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 21.4%-21.4pp | 19.4%-19.4pp | 34.7%-34.7pp |
| Annual return | 11.71% | 8.39%+3.3pp | 8.60%+3.1pp | 12.28%-0.6pp |
| Employer contribution / active EE | $0 | $28,468-100.0% | $27,075-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $318-100.0% | $540-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $19,327-100.0% | $47,656-100.0% |