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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $948,840 |
AMALGAMATED BANK3 years Service code 19 1825 K ST NW · WASHINGTON, DC 20006 | Securities Custodian | $271,455 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $268,755 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $262,074 |
GLADNEY LAW GROUP3 years Service code 29 1750 NEW YORK NW · WASHINGTON, DC 20006 | Legal | $203,191 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 | Investment Management | $197,510 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 05-0530199 | Investment Management | $190,854 |
REID & ASSOCIATES, P.C.6+ years Service code 10 · EIN 52-2283119 | Accounting | $161,044 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $144,710 |
ULLICO2 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $135,238 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 18.94% | 19.37%-0.4pp | 11.08%+7.9pp | 15.63%+3.3pp |
| Employer contribution / active EE | $3,033 | $13,107-76.9% | $28,418-89.3% | $11,476-73.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |