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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES3 years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $122,416 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $107,032 |
GORDON FEINBLATT LLC2 years Filed as: GORDON, FEINBLATT, LLC Service code 29 · EIN 52-0627715 | Legal | $73,237 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $41,041 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARNTERS INV CONSULTING Service code 27 · EIN 52-1871508 | Advisory (Plan) | $31,500 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $16,887 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 15.89% | 33.70%-17.8pp | 14.64%+1.3pp | 53.27%-37.4pp |
| Employer contribution / active EE | $2,265 | $14,473-84.4% | $41,831-94.6% | $14,774-84.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |