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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN5+ years Service code 29 · EIN 36-2498571 | Legal | $130,567 |
AMALGAMATED BANK5+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $104,216 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $85,421 |
STEWART C. MILLER & CO., INC.5+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $46,092 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,860 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $28,750 |
RICHARD J. WOLF & COMPANY5+ years Filed as: RICHARD J. WOLF Service code 10 · EIN 36-3182363 | Accounting | $10,416 |
AMALGAMATED BANK5+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $9,998 |
HINSHAW & CULBERTSON5+ years Service code 29 · EIN 36-2128133 | Legal | $7,792 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 7.87% | 6.41%+1.5pp | 8.01%-0.1pp | 11.45%-3.6pp |
| Employer contribution / active EE | $19,319 | $11,592+66.7% | $29,475-34.5% | $17,219+12.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |