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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON10+ years Service code 50 · EIN 13-4215617 | Direct Payment | $36,170 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $21,370 |
MARQUETTE ASSOCIATES10+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,428 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 15 ONE ADP BLVD · ROSELAND, NJ 07068 | Recordkeeping | $6,155 |
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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 | $133,308-100.0% | $133,308-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 11.8%-11.8pp | 27.7%-27.7pp |
| Annual return | 10.21% | 7.20%+3.0pp | 7.44%+2.8pp | 15.59%-5.4pp |
| Employer contribution / active EE | $23,806 | $33,615-29.2% | $30,790-22.7% | $33,256-28.4% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $16,084-100.0% | $16,084-100.0% | $21,009-100.0% |