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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $408,177 |
TSEU LOCAL TWO3+ years Service code 24 · EIN 36-0906745 | Discretionary Trustee | $56,085 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $55,420 |
FOSTER & FOSTER3+ years Service code 11 · EIN 59-1921114 | Actuarial | $40,479 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $19,183 |
Filed as: JACOBS, BURNS, ORLOVE Service code 29 · EIN 36-2425981 | Legal | $10,681 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $6,113 |
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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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 19.14% | 14.13%+5.0pp | 8.93%+10.2pp | 23.90%-4.8pp |
| Employer contribution / active EE | $8,559 | $10,974-22.0% | $43,470-80.3% | $16,539-48.3% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |