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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 | $253,478 |
BMO HARRIS BANK NA5 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST, 11 FLOOR · CHICAGO, IL 60603 | Investment Management | $134,379 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $127,809 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $101,021 |
ANNALISA DEFALCO6+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $83,124 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $76,088 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $73,013 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $70,200 |
LORD ABBETT6+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $59,376 |
ADVENT CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 13-4168910 888 SEVENTH AVENUE, 31ST FLOOR · NEW YORK, NY 10019 | Investment Management | $59,011 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 23.30% | 12.07%+11.2pp | 8.95%+14.4pp | 15.63%+7.7pp |
| Employer contribution / active EE | $20,547 | $9,481+116.7% | $46,559-55.9% | $11,476+79.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |