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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
DAWN DECRISTO7 years Service code 30 · EIN 13-6140429 | Employee (plan) | $51,074 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 10 · EIN 13-5160382 | Accounting | $50,674 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $49,866 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $41,209 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $41,134 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $35,425 |
Service code 11 · EIN 26-3842522 | Actuarial | $32,800 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-2723087 | Other Services | $18,935 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $6,388 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 8.82% | 9.21%-0.4pp | 8.34%+0.5pp | 8.76%+0.1pp |
| Employer contribution / active EE | $4,200 | $15,607-73.1% | $30,790-86.4% | $16,650-74.8% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |