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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES4 years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $107,884 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $105,468 |
GORDON FEINBLATT LLC3 years Filed as: GORDON, FEINBLATT, LLC Service code 29 · EIN 52-0627715 | Legal | $55,475 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARNTERS INV CONSULTING Service code 27 · EIN 52-1871508 | Advisory (Plan) | $36,250 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $34,475 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,661 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.38% | 6.41%+6.0pp | 8.01%+4.4pp | 11.45%+0.9pp |
| Employer contribution / active EE | $1,383 | $11,592-88.1% | $29,475-95.3% | $17,219-92.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |