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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 | Legal | $130,317 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $76,993 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $70,323 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $45,265 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $37,555 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $36,000 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $30,000 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD J. WOLF Service code 10 · EIN 36-3182363 | Accounting | $12,394 |
HINSHAW & CULBERTSON2+ years Service code 29 · EIN 36-2128133 | Legal | $8,500 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,404 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.21% | 11.78%-0.6pp | 8.32%+2.9pp | 23.90%-12.7pp |
| Employer contribution / active EE | $18,548 | $11,309+64.0% | $30,793-39.8% | $16,539+12.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |