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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1801 E 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $145,530 |
BMO HARRIS BANK NA4 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $132,870 |
Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Securities Custodian | $130,623 |
ANNALISA DEFALCO5+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $79,855 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $74,777 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $72,778 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $69,717 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $67,082 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $66,180 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $56,446 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 2.16% | 9.48%-7.3pp | 9.52%-7.4pp | 12.86%-10.7pp |
| Employer contribution / active EE | $22,713 | $12,808+77.3% | $41,951-45.9% | $13,687+66.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |