| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $353,000 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $230,820 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $161,650 |
DECARLO & SHANLEY1 year Filed as: SHANLEY, APC Service code 29 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $158,272 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 51 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $134,927 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $119,807 |
Service code 28 39533 WOODWARD AVENUE, SUITE 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $95,556 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $72,326 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $69,500 |
BLACKSTONE1 year Filed as: BLACKSTONE CAPITAL PARTNERS Service code 28 345 PARK AVENUE, 10TH FL · NEW YORK, NY 10154 | Investment Management | $11,447 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 16.21% | 12.07%+4.1pp | 8.95%+7.3pp | 15.63%+0.6pp |
| Employer contribution / active EE | $29,968 | $9,481+216.1% | $46,559-35.6% | $11,476+161.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |