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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $83,005 |
WARD FISHER & COMPANY3+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $64,450 |
AFL-CIO HOUSING INVESTMENT TRUST3+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $59,764 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 14-1835864 | Actuarial | $54,971 |
L.PORRECA3+ years Service code 35 · EIN 05-6049538 | Direct payment from the plan; Employe... | $54,198 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $52,272 |
Service code 14 10 TECHNOLOGY DRIVE, P.O. BOX 5817 · WALLINGFORD, CT 06492 | Plan Administrator | $48,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $40,000 |
SMITH GRAHAM1 year Filed as: SMITH GRAHAM & CO. INV ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $39,158 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS LLC Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $33,588 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.59% | 4.25%+2.3pp | -752.26%+758.8pp | 0.19%+6.4pp |
| Employer contribution / active EE | $7,765 | $11,906-34.8% | $31,802-75.6% | $13,763-43.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |