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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $713,585 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $302,576 |
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $130,000 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $106,590 |
ULLICO10+ years Filed as: UNION BANK Service code 21 · EIN 95-1234979 | Bank Trustee | $105,507 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $71,595 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $49,029 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $15,392 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.80% | 10.33%-3.5pp | 8.10%-1.3pp | 9.30%-2.5pp |
| Employer contribution / active EE | $11,306 | $14,972-24.5% | $28,649-60.5% | $12,551-9.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |