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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 10 · EIN 52-1590516 | Accounting | $472,447 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 28 · EIN 26-1370698 | Investment Management | $397,856 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $130,000 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $95,325 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $76,314 |
ULLICO9+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $61,086 |
Service code 28 · EIN 91-1042342 | Investment Management | $56,682 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $32,349 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $24,000 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $16,095 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.01% | 7.95%+2.1pp | 20.18%-10.2pp | 9.11%+0.9pp |
| Employer contribution / active EE | $11,427 | $14,684-22.2% | $29,108-60.7% | $12,231-6.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |