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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $552,528 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $61,890 |
FOSTER & FOSTER8+ years Service code 11 · EIN 59-1921114 | Actuarial | $31,889 |
BANSLEY AND KIENER, LLP8+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $23,000 |
Service code 29 · EIN 36-2425981 | Legal | $14,252 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $6,681 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -12.48% | 23.41%-35.9pp | -11.06%-1.4pp | 23.41%-35.9pp |
| Employer contribution / active EE | $5,506 | $12,650-56.5% | $55,362-90.1% | $12,650-56.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |