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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 | Legal | $167,537 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $74,184 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $61,631 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $45,256 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $41,963 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $36,000 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $29,005 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD J. WOLF Service code 10 · EIN 36-3182363 | Accounting | $17,421 |
HINSHAW & CULBERTSON1+ years Service code 29 · EIN 36-2128133 | Legal | $8,500 |
AMALGAMATED BANK1+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $7,785 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.54% | 3.49%-3.0pp | 4.16%-3.6pp | 7.18%-6.6pp |
| Employer contribution / active EE | $17,005 | $11,083+53.4% | $29,966-43.3% | $13,095+29.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |