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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $208,924 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $97,558 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $49,823 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $44,110 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $39,585 |
DIANA PUGLISI2+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $31,059 |
SHARON HUANG2+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $28,496 |
Service code 10 · EIN 13-2665700 | Accounting | $26,712 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICE, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $15,650 |
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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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 8.20% | 7.18%+1.0pp | 4.96%+3.2pp | 7.18%+1.0pp |
| Employer contribution / active EE | $7,227 | $13,095-44.8% | $29,749-75.7% | $13,095-44.8% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |