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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN3+ years Service code 29 · EIN 36-2498571 | Legal | $121,254 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $86,790 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $81,702 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $45,987 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $38,420 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $37,333 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $29,300 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD J. WOLF Service code 10 · EIN 36-3182363 | Accounting | $12,209 |
AMALGAMATED BANK3+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $8,589 |
HINSHAW & CULBERTSON3+ years Service code 29 · EIN 36-2128133 | Legal | $8,500 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.26% | 4.25%+5.0pp | -752.26%+761.5pp | 0.19%+9.1pp |
| Employer contribution / active EE | $18,183 | $11,906+52.7% | $31,802-42.8% | $13,763+32.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |