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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $84,547 |
WARD FISHER & COMPANY4+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $73,900 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 14-1835864 | Actuarial | $69,595 |
AFL-CIO HOUSING INVESTMENT TRUST4+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $63,383 |
RODIO & URSILLO4+ years Filed as: RODIO AND URSILLO, LTD Service code 29 · EIN 05-0398359 | Legal | $54,073 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 10 TECHNOLOGY DRIVE, P.O. BOX 5817 · WALLINGFORD, CT 06492 | Plan Administrator | $48,500 |
L.PORRECA4+ years Service code 35 · EIN 05-6049538 | Employee (plan sponsor); Direct payme... | $47,533 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $40,120 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $40,000 |
SMITH GRAHAM2 years Filed as: SMITH GRAHAM & CO. INV ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $36,286 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | -0.94% | 10.27%-11.2pp | 10.56%-11.5pp | 53.27%-54.2pp |
| Employer contribution / active EE | $7,904 | $12,273-35.6% | $30,197-73.8% | $14,774-46.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |