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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $478,917 |
TSEU LOCAL TWO5+ years Service code 24 · EIN 36-0906745 | Discretionary Trustee | $87,799 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $61,408 |
FOSTER & FOSTER5+ years Service code 11 · EIN 59-1921114 | Actuarial | $37,938 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $25,344 |
Service code 29 · EIN 36-2425981 | Legal | $11,267 |
AMALGAMATED BANK5+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $6,260 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 13.10% | 13.75%-0.7pp | 8.22%+4.9pp | 53.27%-40.2pp |
| Employer contribution / active EE | $10,120 | $13,858-27.0% | $46,636-78.3% | $14,774-31.5% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |