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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $104,890 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $82,917 |
O'SULLIVAN ASSOCIATES7+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $30,105 |
JAMES V GALLERY AND ASSOCIATES7+ years Filed as: JAMES V. GALLERY AND ASSOC. Service code 17 · EIN 20-0188135 | Pension Consulting | $30,000 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $20,450 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLCA Service code 28 · EIN 20-0461050 | Investment Management | $15,394 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $11,431 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $5,973 |
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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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -15.42% | -0.56%-14.9pp | -3.21%-12.2pp | 39.77%-55.2pp |
| Employer contribution / active EE | $27,838 | $21,553+29.2% | $46,051-39.5% | $19,959+39.5% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |