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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 84-3937993 | Securities Custodian | $169,668 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $43,250 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $42,009 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $34,700 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $33,060 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $26,062 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $11,592 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 19 1200 SIXTH AVE, STE 700 · SEATTLE, WA 98101 | Securities Custodian | $6,037 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $905 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -3.90% | 6.41%-10.3pp | 8.01%-11.9pp | 11.45%-15.4pp |
| Employer contribution / active EE | $22,531 | $11,592+94.4% | $29,476-23.6% | $17,219+30.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |