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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $695,572 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $343,192 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 707 2ND AVE S · MINNEAPOLIS, MN 55402 | Investment Management | $190,517 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $128,634 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $112,359 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $99,431 |
ANNALISA DEFALCO8+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $89,773 |
EATON VANCE1 year Service code 28 · EIN 04-3101341 2 INTERCONTINENTAL PLACE · BOSTON, MA 02110 | Investment Management | $85,564 |
GETTRY MARCUS CPA, P.C.2 years Filed as: GETTRY MARCUS CPA P.C. Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Accounting | $75,987 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $73,101 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.78% | 7.95%+0.8pp | 20.18%-11.4pp | 9.11%-0.3pp |
| Employer contribution / active EE | $23,912 | $14,684+62.8% | $29,108-17.9% | $12,231+95.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |