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| Provider | Service type | Compensation |
|---|---|---|
KAREN CAMPBELL2+ years Service code 13 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Contract Administrator | $143,924 |
THE SEGAL COMPANY2+ years Filed as: SEGAL & CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $98,166 |
BOSTON PARTNERS2+ years Filed as: BOSTON PARTNERS ASSET MGMNT, LLC Service code 27 FLOOR 32, 909 3RD AVE, · NEW YORK, NY 10022 | Advisory (Plan) | $88,461 |
GRASSI & CO2+ years Filed as: GRASSI & CO., CPA'S, P.C. Service code 10 · EIN 11-3266576 488 MADISON AVENUE · NEW YORK, NY 10022 | Accounting | $81,746 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $77,115 |
RBC GLOBAL ASSET MANAGEMENT2+ 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) | $69,021 |
BMO HARRIS BANK NA2+ years Filed as: BMO ASSET MANAGEMENT Service code 27 · EIN 04-3369476 115 S LA SALLE ST 11 · CHICAGO, IL 60603 | Advisory (Plan) | $67,999 |
CARY KANE LLP2+ years Filed as: CARY KANE L.P Service code 29 1350 BROADWAY · NEW YORK, NY 10018 | Legal | $36,906 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $32,700 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: SUSANNAH IFILL-WILLIS Service code 13 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Contract Administrator | $28,989 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 15.45% | 9.56%+5.9pp | 14.41%+1.0pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,774 | $24,624-92.8% | $45,283-96.1% | $14,688-87.9% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |