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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $596,281 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $264,209 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $100,000 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $84,804 |
Service code 28 · EIN 91-1042342 | Investment Management | $73,183 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $67,359 |
ULLICO5+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $61,124 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $41,187 |
HILL, FARRER & BURRILL LLP5+ years Service code 29 · EIN 95-2153880 | Legal | $25,012 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $22,000 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 13.84% | 12.20%+1.6pp | 10.56%+3.3pp | 21.83%-8.0pp |
| Employer contribution / active EE | $10,809 | $12,801-15.6% | $30,199-64.2% | $12,237-11.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |