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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JONES LANG LASALLE AMERICAS Service code 99 · EIN 13-5108880 77 WATER STREET · NY, NY 10005 | Other Fees | $649,362 |
MMA SECURITIES LLC1+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 MARCH USA INC NY OPERATIONS · CHICAGO, IL 60693 | Insurance Broker | $391,015 |
MARRINAN & MAZZOLA MARDON P.C.1+ years Service code 29 · EIN 13-3303633 26 BROADWAY · NYC, NY 10004 | Legal | $301,267 |
CHARLES WARD1+ years Service code 30 · EIN 13-5652028 77 WATER STREET 16TH FLOOR · NEW YORK, NY 10005 | Employee (plan) | $240,794 |
THE LAMBOS FIRM, LLP1+ years Filed as: THE LAMBOS FIRM,LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $235,430 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 270 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $177,615 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $176,341 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NYC, NY 10001 | Securities Custodian | $149,876 |
MILA MANAGED HEALTH CARE1+ years Service code 49 · EIN 13-3968546 111 BROADWAY · NYC, NY 10006 | Other Services | $136,487 |
INVESCO1+ years Filed as: INVESCO INTERMEDIATE RETURN Service code 27 · EIN 20-2584004 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $131,923 |
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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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 1.46% | -0.13%+1.6pp | -1.10%+2.6pp | 1.67%-0.2pp |
| Employer contribution / active EE | $33,369 | $11,793+183.0% | $27,248+22.5% | $10,506+217.6% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |