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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND1+ years Service code 49 · EIN 11-3124836 | Other Services | $186,654 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $105,779 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $81,380 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $65,194 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS-INTECH Service code 28 · EIN 20-0780118 | Investment Management | $56,082 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $53,232 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $47,854 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $29,485 |
Service code 29 · EIN 26-0873462 | Legal | $20,575 |
BERDON LLP1+ years Service code 10 · EIN 13-0485070 | Accounting | $16,070 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 3.31% | 3.49%-0.2pp | 4.16%-0.8pp | 7.18%-3.9pp |
| Employer contribution / active EE | $7,534 | $11,083-32.0% | $29,966-74.9% | $13,095-42.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |