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| Provider | Service type | Compensation |
|---|---|---|
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310114 | Investment Management | $145,844 |
DOAR RIECK KALEY & MACK1+ years Filed as: DOAR, RIECK, KALEY AND MACK,LLP Service code 29 · EIN 13-4120430 | Legal | $107,410 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $74,098 |
RAPP INDUSTRIES1+ years Filed as: RAPP INDUSTRIES, INC. Service code 15 · EIN 22-2034252 | Recordkeeping | $59,344 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,113 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $12,591 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,978 |
CUNNINGHAM & CUNNINGHAM LLP1+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $5,698 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-2852082 | Legal | $5,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,959 | $75,760-72.3% | $123,105-83.0% | $59,188-64.6% |
| Participation rate | 99.7% | 86.0%+13.6pp | 86.8%+12.9pp | 69.4%+30.2pp |
| Annual return | 1.10% | 2.93%-1.8pp | 13.22%-12.1pp | 5.51%-4.4pp |
| Employer contribution / active EE | $6,218 | $3,415+82.1% | $5,151+20.7% | $2,098+196.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $237 | $61+289.7% | $9,014-97.4% | $92+156.7% |