| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $56,049 |
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $22,663 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $9,924 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 | Legal | $9,393 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $3,989 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,772 | $38,925-51.8% | $73,837-74.6% | $55,191-66.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.33% | 6.31%-6.0pp | 2268.13%-2267.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,424 | $1,695-16.0% | $2,788-48.9% | $1,899-25.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $57 | $83-30.7% | $4,882-98.8% | $91-36.7% |