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| Provider | Service type | Compensation |
|---|---|---|
CTM LEGAL GROUP1 year Service code 29 · EIN 46-1047517 | Legal | $23,754 |
BANSLEY AND KIENER, LLP3 years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $12,725 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK4+ years Service code 28 · EIN 36-0721895 | Investment Management | $630 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,233 | $34,634-70.5% | $77,100-86.7% | $64,824-84.2% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -20.13% | -5.31%-14.8pp | 42.35%-62.5pp | 32.84%-53.0pp |
| Employer contribution / active EE | $6,074 | $1,385+338.5% | $2,815+115.8% | $2,507+142.3% |
| Participant deferral / active EE | $11 | $2,553-99.6% | $4,430-99.8% | $4,311-99.7% |
| Admin fee / account holder | $142 | $178-20.1% | $5,443-97.4% | $188-24.2% |