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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $163,664 |
LANER MUCHIN2 years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $88,313 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFIT MANAGEMENT GROUP, INC. Service code 12 · EIN 20-0188125 | Contract Administrator; Claims proces... | $75,600 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $74,491 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $71,485 |
DEPRINCE, RACE & ZOLLO3+ years Service code 28 · EIN 59-3299598 | Investment Management | $58,781 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 N. LASALLE STREET · CHICAGO, IL 60602 | Securities Custodian | $53,399 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $43,668 |
Filed as: PRUDENTIAL INVESTMENT MGMT Service code 28 · EIN 22-1211670 | Investment Management | $40,633 |
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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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -0.15% | -3.52%+3.4pp | -3.29%+3.1pp | -0.69%+0.5pp |
| Employer contribution / active EE | $18,461 | $14,733+25.3% | $36,762-49.8% | $16,786+10.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |