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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $598,303 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $258,289 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $148,210 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $114,375 |
ULLICO6+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $67,611 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $56,357 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $53,761 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $44,820 |
Service code 28 · EIN 91-1042342 | Investment Management | $43,255 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $22,000 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.46% | 6.82%+3.6pp | 8.01%+2.5pp | 12.86%-2.4pp |
| Employer contribution / active EE | $11,083 | $12,695-12.7% | $29,476-62.4% | $13,687-19.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |