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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $676,875 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 28 · EIN 26-1370698 | Investment Management | $196,358 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $117,500 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $89,180 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $84,450 |
ULLICO7+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $76,078 |
Service code 28 · EIN 91-1042342 | Investment Management | $44,202 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $42,054 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $29,254 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $24,100 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 10.32% | 19.37%-9.0pp | 11.08%-0.8pp | 15.63%-5.3pp |
| Employer contribution / active EE | $11,095 | $13,107-15.3% | $28,418-61.0% | $11,476-3.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |