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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $420,530 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $292,572 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $153,463 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $137,949 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $123,808 |
CHEIRON8+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $92,095 |
RIDGEWORTH1 year Filed as: KAYNE, ADNERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $87,508 |
Service code 28 · EIN 91-1042342 | Investment Management | $65,822 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Investment management; Direct payment... | $57,452 |
KRAW LAW GROUP7 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $48,769 |
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Employer contribution per participant 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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.21% | -7.95%-2.3pp | -5.85%-4.4pp | 23.41%-33.6pp |
| Employer contribution / active EE | $6,434 | $13,972-53.9% | $31,839-79.8% | $12,650-49.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |