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| Provider | Service type | Compensation |
|---|---|---|
KAREN CAMPBELL10+ years Service code 30 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Employee (plan) | $198,109 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE TAXEXEMPT FU Service code 27 8403 COLESVILLE RD. 13TH FLOOR · SILVER SPRING, MD 20910 | Advisory (Plan) | $154,218 |
GRASSI & CO10+ years Filed as: GRASSI & CO., CPA'S, P.C. Service code 10 · EIN 11-3266576 488 MADISON AVENUE · NEW YORK, NY 10022 | Accounting | $142,069 |
THE SEGAL COMPANY10+ years Filed as: SEGAL & CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $136,753 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $135,552 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 27 · EIN 04-3405915 50 SOUTH SIXTH STREET SUITE 2350 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $85,687 |
Service code 29 534 BROADHOLLOW RD · MELVILLE, NY 11747 | Legal | $50,700 |
Service code 27 430 W 7TH STREET, STE 219104 · KANSAS CITY, MO 641051407 | Advisory (Plan) | $47,074 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: SUSANNAH IFILL-WILLIS Service code 30 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Employee (plan) | $46,986 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $45,625 |
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Employer contribution per participant 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 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 14.10% | 8.88%+5.2pp | 2.61%+11.5pp | 8.88%+5.2pp |
| Employer contribution / active EE | $3,093 | $15,934-80.6% | $36,531-91.5% | $15,934-80.6% |
| Participant deferral / active EE | $0 | $753-100.0% | $87-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |