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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $341,817 |
RAEL & LETSON8+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $136,610 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $116,587 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $99,768 |
WEINBERG, ROGER & ROSENFELD8+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $73,755 |
CIM GROUP LLC1 year Filed as: CIM INFRASTRUCTURE FUND II LP Service code 28 · EIN 30-0912533 | Investment Management | $56,290 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $52,209 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $29,127 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $19,030 |
SMART SOURCE LLC1 year Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $14,793 |
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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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -13.03% | 23.41%-36.4pp | -11.06%-2.0pp | 23.41%-36.4pp |
| Employer contribution / active EE | $3,884 | $12,650-69.3% | $55,362-93.0% | $12,650-69.3% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |