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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $682,996 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 28 · EIN 26-1370698 | Investment Management | $287,886 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $127,292 |
Service code 28 · EIN 91-1042342 | Investment Management | $91,519 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $88,192 |
ULLICO8+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $75,205 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $59,301 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $58,588 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $36,040 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $31,874 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.12% | -7.95%-3.2pp | -5.85%-5.3pp | 23.41%-34.5pp |
| Employer contribution / active EE | $11,312 | $13,972-19.0% | $31,839-64.5% | $12,650-10.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |