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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 | $680,016 |
MMA SECURITIES LLC2+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 MARCH USA INC NY OPERATIONS · CHICAGO, IL 60693 | Insurance Broker | $399,600 |
THE LAMBOS FIRM, LLP2+ years Filed as: THE LAMBOS FIRM,LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $376,491 |
CHARLES WARD2+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $253,292 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $235,184 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NYC, NY 10001 | Securities Custodian | $202,427 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 270 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $199,462 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO. Service code 27 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Advisory (Plan) | $173,022 |
MARRINAN & MAZZOLA MARDON P.C.2+ years Service code 29 · EIN 13-3303633 26 BROADWAY · NYC, NY 10004 | Legal | $167,856 |
MILA MANAGED HEALTH CARE2+ years Service code 49 · EIN 13-3968546 111 BROADWAY · NYC, NY 10006 | Other Services | $146,541 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.44% | 6.68%+2.8pp | 4.72%+4.7pp | 9.19%+0.2pp |
| Employer contribution / active EE | $35,610 | $25,873+37.6% | $30,821+15.5% | $12,608+182.4% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |