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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8 years Service code 13 · EIN 41-0956552 | Contract Administrator | $480,050 |
RIDGEWORTH6 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $128,813 |
NATIONAL INVESTMENT SERVICES9+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $90,385 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $88,334 |
LANER MUCHIN9+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $87,161 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $85,000 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $59,170 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $58,271 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $40,356 |
Filed as: ASHER, GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $34,289 |
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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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 10.84% | 9.30%+1.5pp | 7.19%+3.7pp | 9.30%+1.5pp |
| Employer contribution / active EE | $3,023 | $12,551-75.9% | $35,958-91.6% | $12,551-75.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |