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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $274,602 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $97,434 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $69,205 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $57,626 |
DIANA PUGLISI1+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $27,762 |
Service code 10 · EIN 13-2665700 | Accounting | $25,199 |
SHARON HUANG1+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $25,153 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $20,873 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICE, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $14,250 |
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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 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | 0.76% | -0.60%+1.4pp | -0.79%+1.5pp | -0.60%+1.4pp |
| Employer contribution / active EE | $7,466 | $12,272-39.2% | $28,419-73.7% | $12,272-39.2% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |