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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 94-3089465 | Plan Administrator | $180,000 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $117,416 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $90,000 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $61,871 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $58,386 |
MCMORGAN & COMPANY LLC9+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $40,081 |
Filed as: CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $30,000 |
PANAGORA ASSET MANAGEMENT9+ years Service code 28 · EIN 04-3063840 | Investment Management | $29,332 |
Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 93-3249244 | Insurance Commissions | $9,209 |
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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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 20.52% | 7.65%+12.9pp | 7.19%+13.3pp | 7.65%+12.9pp |
| Employer contribution / active EE | $21,962 | $20,582+6.7% | $35,860-38.8% | $20,582+6.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |