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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $144,233 |
BENEFITS MANAGEMENT GROUP, INC.9+ years Filed as: BENEFIT MANAGEMENT GROUP, INC. Service code 12 · EIN 20-0188125 | Contract Administrator; Copying and d... | $94,312 |
LANER MUCHIN8 years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $83,851 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $77,119 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $75,678 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $73,332 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $69,187 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $43,841 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $43,600 |
DOWD, BLOCH & BENNETT9+ years Service code 29 · EIN 36-3371377 | Legal | $14,601 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 17.26% | 6.45%+10.8pp | 8.61%+8.6pp | 7.65%+9.6pp |
| Employer contribution / active EE | $26,161 | $20,590+27.1% | $33,036-20.8% | $20,582+27.1% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |