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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $597,818 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $316,724 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $295,333 |
AMALGAMATED BANK6 years Service code 19 · EIN 36-0721895 | Securities Custodian | $279,820 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $278,858 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $268,002 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $258,152 |
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 | Investment Management | $254,086 |
Service code 28 · EIN 34-1922005 | Investment Management | $164,502 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $161,462 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.27% | 10.33%-1.1pp | 8.10%+1.2pp | 9.30%0pp |
| Employer contribution / active EE | $3,583 | $14,972-76.1% | $28,649-87.5% | $12,551-71.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |