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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN4+ years Service code 29 · EIN 36-2498571 | Legal | $111,514 |
AMALGAMATED BANK4+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $94,410 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $84,403 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $46,053 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,000 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $39,562 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $29,250 |
RICHARD J. WOLF & COMPANY4+ years Filed as: RICHARD J. WOLF Service code 10 · EIN 36-3182363 | Accounting | $19,086 |
HINSHAW & CULBERTSON4+ years Service code 29 · EIN 36-2128133 | Legal | $9,208 |
AMALGAMATED BANK4+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $8,920 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.31% | 10.27%-6.0pp | 10.56%-6.3pp | 53.27%-49.0pp |
| Employer contribution / active EE | $19,398 | $12,273+58.1% | $30,197-35.8% | $14,774+31.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |