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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $649,334 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $402,940 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $262,189 |
LSV ASSET MANAGEMENT3+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $237,125 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 52-0120528 | Legal | $119,484 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $81,883 |
THE SEGAL COMPANY3+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $75,809 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $62,294 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $51,797 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.17% | 12.33%-2.2pp | 8.32%+1.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $5,341 | $11,641-54.1% | $30,793-82.7% | $14,688-63.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |