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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $208,976 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1801 E 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $125,160 |
Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Securities Custodian | $93,203 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $86,710 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $84,326 |
ANNALISA DEFALCO3+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $72,064 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $65,910 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $65,835 |
ADVENT CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 13-4168910 888 SEVENTH AVENUE 31ST FLOOR · NEW YORK, NY 10020 | Investment Management | $54,429 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $51,966 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.42% | -0.94%+11.4pp | -2.18%+12.6pp | 33.37%-22.9pp |
| Employer contribution / active EE | $22,438 | $12,464+80.0% | $38,751-42.1% | $11,253+99.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |