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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $404,800 |
LANER MUCHIN4+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $193,795 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $125,875 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $78,701 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $78,365 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $76,028 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $40,506 |
AMALGAMATED BANK4+ years Filed as: AMALGATRUST Service code 28 · EIN 51-6055057 | Investment Management | $39,114 |
ASHER, GITTLER & D'ALBA, LTD.4+ years Service code 29 · EIN 36-2786883 | Legal | $30,660 |
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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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 5.45% | 21.83%-16.4pp | 50.81%-45.4pp | 21.83%-16.4pp |
| Employer contribution / active EE | $3,127 | $12,237-74.4% | $42,739-92.7% | $12,237-74.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |