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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $369,776 |
FOSTER & FOSTER1+ years Service code 11 · EIN 59-1921114 | Actuarial | $70,655 |
TSEU LOCAL TWO1+ years Service code 24 · EIN 36-0906745 | Discretionary Trustee | $61,472 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 10 · EIN 20-0188125 | Accounting | $48,238 |
Filed as: JACOBS, BURNS, ORLOVE Service code 12 · EIN 36-2425981 | Claims processing | $27,359 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER Service code 22 · EIN 36-2152389 | Insurance Broker | $16,500 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $5,910 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | -1.02% | -1.73%+0.7pp | -1.71%+0.7pp | -0.60%-0.4pp |
| Employer contribution / active EE | $8,779 | $10,238-14.3% | $45,357-80.6% | $12,272-28.5% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |