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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $163,746 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $131,254 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1801 E 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $115,468 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $81,783 |
ANNALISA DEFALCO2+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $72,256 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $65,230 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $61,185 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC. Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $60,499 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $51,129 |
ADVENT CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 13-4168910 888 SEVENTH AVENUE 31ST FLOOR · NEW YORK, NY 10019 | Investment Management | $50,550 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.03% | 12.92%-0.9pp | 10.36%+1.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $19,019 | $14,070+35.2% | $37,738-49.6% | $14,688+29.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |