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| Provider | Service type | Compensation |
|---|---|---|
KAREN CAMPBELL7+ years Service code 13 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 | Contract Administrator | $190,627 |
THE SEGAL COMPANY7+ years Filed as: SEGAL & CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $145,125 |
RBC GLOBAL ASSET MANAGEMENT7+ 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) | $123,853 |
GRASSI & CO7+ years Filed as: GRASSI & CO., CPA'S, P.C. Service code 10 · EIN 11-3266576 488 MADISON AVENUE · NEW YORK, NY 10022 | Accounting | $104,690 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $86,489 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE TAXEXEMPT FU Service code 27 8403 COLESVILLE RD. 13TH FLOOR · SILVER SPRING, MD 20910 | Advisory (Plan) | $81,512 |
BMO HARRIS BANK NA7+ years Filed as: BMO ASSET MANAGEMENT Service code 27 · EIN 04-3369476 115 S LA SALLE ST 11 · CHICAGO, IL 60603 | Advisory (Plan) | $49,338 |
WILLIS TOWERS WATSON US LLC7+ 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 | $40,148 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $40,000 |
Service code 27 430 W 7TH STREET, STE 219104 · KANSAS CITY, MO 641051407 | Advisory (Plan) | $38,063 |
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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 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | -12.52% | 23.41%-35.9pp | 10.22%-22.7pp | 23.41%-35.9pp |
| Employer contribution / active EE | $2,679 | $12,650-78.8% | $51,198-94.8% | $12,650-78.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |