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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $69,600 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $27,736 |
AMALGAMATED BANK6+ years Service code 28 · EIN 36-0721895 | Investment Management | $12,141 |
LANER MUCHIN6+ years Filed as: LANER, MUCHIN ET AL Service code 29 · EIN 36-3088463 | Legal | $8,973 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,941 | $45,719-87.0% | $96,139-93.8% | $93,030-93.6% |
| Participation rate | 100.0% | 45.8%+54.2pp | 68.4%+31.6pp | 73.9%+26.1pp |
| Annual return | 4.90% | 3211.95%-3207.0pp | 191.94%-187.0pp | 158.70%-153.8pp |
| Employer contribution / active EE | $800 | $1,139-29.7% | $2,797-71.4% | $2,706-70.4% |
| Participant deferral / active EE | $231 | $2,344-90.2% | $4,349-94.7% | $4,562-94.9% |
| Admin fee / account holder | $83 | $128-35.3% | $5,537-98.5% | $152-45.4% |