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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $139,268 |
SEGALL BRYANT & HAMILL9 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $59,067 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $55,854 |
LANER MUCHIN9 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 | Accounting | $18,378 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,754 |
BOND BROTHERS3 years Filed as: BOND BROTHERS & CO. INC Service code 36 · EIN 36-2433269 | Copying and duplicating | $7,227 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,283 | $100,573-94.7% | $78,004-93.2% | $100,573-94.7% |
| Participation rate | 100.0% | 70.9%+29.1pp | 69.4%+30.6pp | 70.9%+29.1pp |
| Annual return | 10.88% | 18.89%-8.0pp | 31.07%-20.2pp | 18.89%-8.0pp |
| Employer contribution / active EE | $332 | $3,763-91.2% | $2,469-86.6% | $3,763-91.2% |
| Participant deferral / active EE | $0 | $4,921-100.0% | $4,092-100.0% | $4,921-100.0% |
| Admin fee / account holder | $100 | $454-77.9% | $7,578-98.7% | $454-77.9% |