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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $84,228 |
LANER MUCHIN1+ years Filed as: LANER, MUCHIN ET AL Service code 29 · EIN 36-3088463 | Legal | $32,923 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $17,500 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $15,000 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER, GITTLER, & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $12,715 |
AMALGAMATED BANK1+ years Service code 50 · EIN 36-0721895 | Direct Payment | $6,410 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $3,265 | $30,599-89.3% | $74,577-95.6% | $57,658-94.3% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | -5.02% | 14.24%-19.3pp | 20.47%-25.5pp | 5.13%-10.1pp |
| Employer contribution / active EE | $1,199 | $1,000+19.9% | $2,525-52.5% | $1,974-39.3% |
| Participant deferral / active EE | $129 | $1,805-92.8% | $3,458-96.3% | $3,061-95.8% |
| Admin fee / account holder | $250 | $98+155.3% | $4,138-94.0% | $95+164.7% |