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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $214,730 |
RAEL & LETSON7+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $115,045 |
Filed as: CIM FUND II Service code 28 · EIN 90-0433230 | Investment Management | $112,500 |
LINDQUIST LLP5 years Service code 10 · EIN 52-2385296 | Accounting | $82,112 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,533 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $54,417 |
WEINBERG, ROGER & ROSENFELD7+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $43,926 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $28,002 |
GOLDMAN SACHS5 years Filed as: BROOKFIELD CAPITAL PARTNERS Service code 28 · EIN 98-1236632 | Investment Management | $20,678 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 | Other services; Custodial (other than... | $17,940 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 18.55% | 15.63%+2.9pp | 9.07%+9.5pp | 15.63%+2.9pp |
| Employer contribution / active EE | $1,637 | $11,476-85.7% | $46,116-96.5% | $11,476-85.7% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |