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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $88,559 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $73,031 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 | Legal | $67,586 |
Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $66,864 |
Filed as: HIG CAPITAL LLC Service code 28 · EIN 65-0863927 | Investment Management | $55,786 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $31,500 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD J. WOLF & CO., INC. Service code 15 · EIN 36-3182363 | Recordkeeping | $10,595 |
HINSHAW & CULBERTSON10+ years Service code 29 · EIN 36-2128133 | Legal | $10,000 |
Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $7,385 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.70% | 8.62%+1.1pp | 8.99%+0.7pp | 10.52%-0.8pp |
| Employer contribution / active EE | $19,182 | $14,400+33.2% | $25,171-23.8% | $15,140+26.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |