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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $96,990 |
GINA GILSDORF5+ years Filed as: GINA MARAVIGLIA Service code 30 · EIN 36-2131365 | Employee (plan) | $49,369 |
CHEIRON1 year Service code 11 · EIN 13-4215617 | Actuarial | $41,041 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $30,105 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING / MORGAN STAN Service code 19 227 WEST MONROE · CHICAGO, IL 60606 | Securities Custodian | $30,000 |
ROTHSCHILD, BARRY & MYERS5+ years Service code 29 · EIN 36-2226355 | Legal | $14,750 |
AMALGAMATED BANK5+ years Filed as: AMALGATRUST Service code 19 · EIN 32-6228122 | Securities Custodian | $12,810 |
SEGALL BRYANT & HAMILL5+ years Service code 28 · EIN 41-1788385 | Investment Management | $10,664 |
ASHER, GITTLER & D'ALBA, LTD.5+ years Filed as: ASHER,GITTLER,D'ALBA Service code 29 · EIN 36-2786883 | Legal | $9,402 |
MICHAEL F. YATES & COMPANY, INC.5+ years Filed as: MICHAEL MILLER Service code 20 · EIN 36-2131365 | Trustee (individual) | $9,173 |
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Annual investment return 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 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | -4.42% | 8.77%-13.2pp | 10.57%-15.0pp | 259.14%-263.6pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |