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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $312,000 |
CATHY HAYES7 years Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $130,759 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $104,249 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $101,611 |
BLACKSTONE1 year Service code 28 · EIN 13-3637000 | Investment Management | $56,772 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $43,200 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $42,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $32,333 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF NY Service code 49 · EIN 13-4920330 | Other Services | $10,065 |
PANAGORA ASSET MANAGEMENT5 years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $7,391 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 7.47% | 724.96%-717.5pp | 78.53%-71.1pp | 37.74%-30.3pp |
| Employer contribution / active EE | $50,955 | $14,638+248.1% | $31,628+61.1% | $15,788+222.7% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |