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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $119,142 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 14-1835864 | Actuarial | $106,255 |
SMITH GRAHAM5 years Filed as: SMITH GRAHAM & CO. INV ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $103,340 |
WARD FISHER & COMPANY7+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $88,950 |
AFL-CIO HOUSING INVESTMENT TRUST7+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $72,091 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $67,478 |
L.PORRECA7+ years Service code 35 · EIN 05-6049538 | Direct payment from the plan; Employe... | $61,397 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 8 FAIRFIELD BLVD., STE. 105 · WALLINGFORD, CT 06492 | Plan Administrator | $48,500 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 | Investment Management | $47,930 |
GCM GROSVENOR1 year Filed as: GOSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $42,438 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.79% | -8.26%+7.5pp | -5.84%+5.1pp | 2.77%-3.6pp |
| Employer contribution / active EE | $7,977 | $12,543-36.4% | $31,839-74.9% | $15,262-47.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |