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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $129,374 |
ARTY COHN & FEUER LC6+ years Service code 10 · EIN 59-0718930 | Accounting | $114,903 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $98,533 |
SUGARMAN & SUSSKIND PA3 years Service code 29 · EIN 59-2539792 | Legal | $33,792 |
EDWIN STEWART6+ years Service code 30 · EIN 59-6130114 | Employee (plan) | $27,631 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $26,512 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-0841368 | Contract Administrator | $14,672 |
Filed as: KRAVITZ TALAMO & LEYTON LLP Service code 29 · EIN 11-3720526 | Legal | $6,064 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 27.45% | 14.11%+13.3pp | 14.84%+12.6pp | 15.63%+11.8pp |
| Employer contribution / active EE | $5,034 | $13,673-63.2% | $37,950-86.7% | $11,476-56.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |