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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $122,051 |
GINA GILSDORF3+ years Filed as: GINA MARAVIGLIA Service code 30 · EIN 36-2131365 | Employee (plan) | $51,384 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 13-2919773 | Consulting | $30,000 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $27,000 |
HARTMAN & ASSOCIATES1 year Filed as: HARTMANN & ASSOCIATES Service code 11 · EIN 38-3951802 | Actuarial | $24,179 |
DOWD, BLOCH & BENNETT2 years Filed as: DOWD, BLOCH, BENNETT, ET AL Service code 29 · EIN 36-3371377 | Legal | $21,218 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Filed as: ASHER,GITTLER,D'ALBA Service code 29 · EIN 36-2786883 | Legal | $14,919 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $13,321 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST Service code 19 · EIN 32-6228122 | Securities Custodian | $13,042 |
ROTHSCHILD, BARRY & MYERS3+ years Service code 29 · EIN 36-2226355 | Legal | $10,287 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | 7.09% | -2.11%+9.2pp | -0.41%+7.5pp | -82.66%+89.8pp |
| Employer contribution / active EE | $354 | $24,662-98.6% | $15,396-97.7% | $43,771-99.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |