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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $584,805 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $295,982 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $111,788 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $94,500 |
ULLICO3+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $69,587 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $65,855 |
HILL, FARRER & BURRILL LLP3+ years Service code 29 · EIN 95-2153880 | Legal | $58,798 |
Service code 28 · EIN 91-1042342 | Investment Management | $50,234 |
Filed as: VOYA CITI EQUITY Service code 28 · EIN 06-1440627 | Investment Management | $42,174 |
Filed as: WOHLNER KAPLON PHILLIPS YOUNG ET AL Service code 29 · EIN 95-2699554 | Legal | $36,785 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.72% | 12.33%+0.4pp | 8.32%+4.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $9,801 | $11,641-15.8% | $30,793-68.2% | $14,688-33.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |