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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $698,057 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $395,076 |
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $261,755 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $225,000 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 52-0120528 | Legal | $103,434 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $101,266 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $81,633 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $60,639 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $50,841 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.34% | 2.02%-3.4pp | -752.26%+750.9pp | 33.37%-34.7pp |
| Employer contribution / active EE | $5,257 | $12,422-57.7% | $31,802-83.5% | $11,253-53.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |