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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $574,998 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $309,744 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $307,559 |
AMALGAMATED BANK5 years Service code 19 · EIN 36-0721895 | Securities Custodian | $279,630 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $257,544 |
BOSTON PARTNERS7 years Service code 28 · EIN 98-0202744 | Investment Management | $249,231 |
GLADNEY LAW GROUP5 years Service code 29 1750 NEW YORK NW · WASHINGTON, DC 20006 | Legal | $218,541 |
LAZARD ASSET MANAGEMENT7 years Service code 28 · EIN 05-0530199 | Investment Management | $214,285 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $203,662 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $190,447 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 18.71% | 7.95%+10.8pp | 20.18%-1.5pp | 9.11%+9.6pp |
| Employer contribution / active EE | $3,517 | $14,684-76.0% | $29,108-87.9% | $12,231-71.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |