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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,128 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $20,250 |
MARQUETTE ASSOCIATES8+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,158 |
Filed as: MOONEY,GREEN,SAINDON,MURPHY &WELCH Service code 29 · EIN 52-1958229 | Legal | $8,156 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 ONE ADP BLVD · ROSELAND, NJ 07068 | Recordkeeping | $7,175 |
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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 | $171,008-100.0% | $163,428-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.9%-55.9pp |
| Annual return | 5.98% | 9.19%-3.2pp | 9.36%-3.4pp | 24.44%-18.5pp |
| Employer contribution / active EE | $26,792 | $35,866-25.3% | $31,270-14.3% | $41,344-35.2% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |