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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $384,595 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 10 · EIN 20-0188125 | Accounting | $51,539 |
TSEU LOCAL TWO2+ years Service code 24 · EIN 36-0906745 | Discretionary Trustee | $50,253 |
FOSTER & FOSTER2+ years Service code 11 · EIN 59-1921114 | Actuarial | $34,571 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER Service code 22 · EIN 36-2152389 | Insurance Broker | $20,000 |
Filed as: JACOBS, BURNS, ORLOVE Service code 12 · EIN 36-2425981 | Claims processing | $15,631 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $5,985 |
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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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 7.51% | 5.83%+1.7pp | 4.07%+3.4pp | 7.18%+0.3pp |
| Employer contribution / active EE | $8,474 | $11,683-27.5% | $45,149-81.2% | $13,095-35.3% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |