| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $1,435,868 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $571,168 |
Filed as: SILVERCREST ASSET MGMT GROUP LLC Service code 50 · EIN 13-4194623 | Direct Payment | $514,511 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $383,392 |
MCMORGAN & COMPANY LLC9+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $344,770 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $293,846 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $269,724 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $256,323 |
SALTZMAN & JOHNSON1 year Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $223,021 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $210,609 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 119.13% | 9.11%+110.0pp | 9.36%+109.8pp | 9.11%+110.0pp |
| Employer contribution / active EE | $7,573 | $12,231-38.1% | $31,270-75.8% | $12,231-38.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |