| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $34,997 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $23,937 |
Service code 12 · EIN 94-3089465 | Claims processing; Recordkeeping and ... | $19,493 |
Filed as: CHARLES BESOCKE Service code 14 4160 DUBLIN BLVD., SUITE 400 · DUBLIN, CA 94568 | Plan Administrator | $7,237 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,725 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,205 | $52,626-52.1% | $98,508-74.4% | $93,010-72.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 8.85% | 16.95%-8.1pp | 1495.22%-1486.4pp | 158.70%-149.9pp |
| Employer contribution / active EE | $1,567 | $1,894-17.3% | $2,961-47.1% | $2,705-42.1% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $78 | $102-23.4% | $5,956-98.7% | $152-48.4% |