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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0956552 | Contract Administrator | $330,308 |
LANER MUCHIN2+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $172,641 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $102,982 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $102,367 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $81,879 |
HARTMAN & ASSOCIATES2+ years Service code 11 · EIN 38-3951802 | Actuarial | $66,443 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $65,384 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $63,588 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $42,937 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 10.11% | 17.84%-7.7pp | 7.90%+2.2pp | 17.84%-7.7pp |
| Employer contribution / active EE | $3,002 | $14,688-79.6% | $41,695-92.8% | $14,688-79.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |