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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $207,090 |
Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $143,674 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $135,258 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $78,717 |
ANNALISA DEFALCO4+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $74,167 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $72,195 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $69,313 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $65,284 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $63,980 |
ADVENT CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 13-4168910 888 SEVENTH AVENUE 31ST FLOOR · NEW YORK, NY 10020 | Investment Management | $53,903 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 7.27% | 14.29%-7.0pp | 14.64%-7.4pp | 21.83%-14.6pp |
| Employer contribution / active EE | $22,861 | $12,083+89.2% | $41,831-45.4% | $12,237+86.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |