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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $80,498 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 14-1835864 | Actuarial | $79,468 |
WARD FISHER & COMPANY2+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $75,150 |
AFL-CIO HOUSING INVESTMENT TRUST2+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $57,320 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS Service code 14 · EIN 06-0811449 | Plan Administrator | $47,625 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $44,736 |
L.PORRECA2+ years Service code 35 · EIN 05-6049538 | Direct payment from the plan; Employe... | $41,994 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $40,000 |
SMITH GRAHAM2+ years Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $35,181 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS LLC Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $29,267 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.97% | 11.78%-2.8pp | 8.32%+0.7pp | 23.90%-14.9pp |
| Employer contribution / active EE | $7,615 | $11,309-32.7% | $30,793-75.3% | $16,539-54.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |