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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $267,840 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $121,376 |
CATHY HAYES2 years Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $104,793 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $76,722 |
PAT FLYNN2 years Filed as: PAT COLE Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $53,665 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $37,300 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $36,000 |
Filed as: JOHN D. WARD Service code 29 2201 N ST. N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $17,925 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NY Service code 49 · EIN 13-4920330 | Other Services | $8,291 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -1.55% | -1.84%+0.3pp | -0.67%-0.9pp | 0.19%-1.7pp |
| Employer contribution / active EE | $37,736 | $15,717+140.1% | $31,731+18.9% | $13,763+174.2% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |