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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $198,763 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $113,466 |
LINA THEN5 years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $107,509 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $92,199 |
Filed as: QUAN-VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENT CORP. Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $82,232 |
AMALGAMATED BANK6+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $77,320 |
BERNADETTE SMITH6+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $62,131 |
SCHWARZWALD & MCNAIR6+ years Filed as: SCHWARZWALD MCNAIR AND FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $61,032 |
EILEEN DUPONT6+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $43,409 |
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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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.68% | 12.86%-5.2pp | 7.87%-0.2pp | 12.86%-5.2pp |
| Employer contribution / active EE | $4,459 | $13,687-67.4% | $31,784-86.0% | $13,687-67.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |