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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $122,213 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $84,000 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $31,200 |
JAMES V GALLERY AND ASSOCIATES10+ years Filed as: JAMES V. GALLERY AND ASSOC. Service code 17 · EIN 20-0188135 | Pension Consulting | $30,000 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $20,267 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $19,800 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,503 |
GREGORIO MARCO3 years Filed as: GREGORIO STEC KLEIN & HOSE Service code 29 · EIN 99-0408958 | Legal | $9,137 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 11.09% | 9.00%+2.1pp | 8.93%+2.2pp | 8.25%+2.8pp |
| Employer contribution / active EE | $31,911 | $14,409+121.5% | $26,306+21.3% | $18,668+70.9% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |