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| Provider | Service type | Compensation |
|---|---|---|
KAREN CAMPBELL4+ years Service code 13 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Contract Administrator | $171,935 |
GRASSI & CO4+ years Filed as: GRASSI & CO., CPA'S, P.C. Service code 10 · EIN 11-3266576 488 MADISON AVENUE · NEW YORK, NY 10022 | Accounting | $99,811 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $81,592 |
BMO HARRIS BANK NA4+ years Filed as: BMO ASSET MANAGEMENT Service code 27 · EIN 04-3369476 115 S LA SALLE ST 11 · CHICAGO, IL 60603 | Advisory (Plan) | $73,753 |
CARY KANE LLP4+ years Filed as: CARY KANE L.P Service code 29 1350 BROADWAY · NEW YORK, NY 10018 | Legal | $67,858 |
INVESCO4+ years Service code 27 · EIN 84-0591534 1166 AVENUE FO THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $64,296 |
RBC GLOBAL ASSET MANAGEMENT4+ 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) | $61,828 |
THE SEGAL COMPANY4+ years Filed as: SEGAL & CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $61,645 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $36,260 |
WILLIS TOWERS WATSON US LLC4+ 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 | $34,451 |
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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 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 9.97% | 21.83%-11.9pp | 13.48%-3.5pp | 21.83%-11.9pp |
| Employer contribution / active EE | $1,457 | $12,237-88.1% | $47,067-96.9% | $12,237-88.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |