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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $118,687 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $42,500 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $40,000 |
WEINBERG, ROGER & ROSENFELD6 years Filed as: WEINBERG, ROGER, AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $29,761 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $25,095 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $3,574 |
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 | $101,802-100.0% | $101,802-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.9%-55.9pp |
| Annual return | -1.84% | 7.69%-9.5pp | 9.51%-11.4pp | 24.44%-26.3pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |