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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONSAGER, WERNER & OBERG, PLC Service code 29 · EIN 86-0960805 | Legal | $176,631 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTION LLC Service code 10 · EIN 83-2454243 | Accounting | $153,656 |
BERRY & CO., CPA'S LTD3 years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $141,342 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $101,164 |
CHEIRON8 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $94,055 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $80,209 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $75,436 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $49,408 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.74% | 10.13%+1.6pp | 9.03%+2.7pp | 8.87%+2.9pp |
| Employer contribution / active EE | $16,558 | $15,383+7.6% | $26,284-37.0% | $15,740+5.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |