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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1835864 | Actuarial | $102,621 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $23,855 |
GORFINE SCHILLER & GARDYN PA6 years Service code 10 · EIN 52-1231901 | Accounting | $17,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHU Service code 10 · EIN 53-0120528 | Accounting | $15,141 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $11,092 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 10 · EIN 13-3036745 | Accounting | $10,423 |
DANIEL KERR3 years Service code 35 · EIN 52-1763637 | Employee (plan sponsor); Direct payme... | $5,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 12.77% | 10.25%+2.5pp | 8.34%+4.4pp | 8.21%+4.6pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |