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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $43,291 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $29,910 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $27,500 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $22,000 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900080 | Accounting | $17,500 |
Service code 28 · EIN 20-4712392 | Investment Management | $11,895 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,310 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 5.33% | 10.25%-4.9pp | 8.34%-3.0pp | 8.21%-2.9pp |
| Employer contribution / active EE | $70,879 | $16,685+324.8% | $30,790+130.2% | $13,841+412.1% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |