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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $591,914 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $182,664 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $167,893 |
HILL, FARRER & BURRILL LLP1+ years Service code 29 · EIN 95-2153880 | Legal | $107,438 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $106,518 |
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $85,000 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $70,421 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $65,683 |
Filed as: WOHLNER KAPLON PHILLIPS YOUNG ET AL Service code 29 · EIN 95-2699554 | Legal | $52,772 |
ULLICO1+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $51,777 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.09% | 1.36%-1.4pp | -1.61%+1.5pp | 1.67%-1.8pp |
| Employer contribution / active EE | $5,005 | $10,832-53.8% | $30,840-83.8% | $10,506-52.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |