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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 | $788,324 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $423,159 |
CHARLES WARD3+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $270,003 |
THE LAMBOS FIRM, LLP3+ years Filed as: THE LAMBOS FIRM,LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $245,355 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO. Service code 27 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Advisory (Plan) | $232,455 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 270 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $213,418 |
MARRINAN & MAZZOLA MARDON P.C.3+ years Service code 29 · EIN 13-3303633 26 BROADWAY · NYC, NY 10004 | Legal | $161,408 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NYC, NY 10001 | Actuarial | $145,280 |
MILA MANAGED HEALTH CARE3+ years Service code 49 · EIN 13-3968546 111 BROADWAY · NYC, NY 10006 | Other Services | $132,348 |
MMA SECURITIES LLC3+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 MARCH USA INC NY OPERATIONS · CHICAGO, IL 60693 | Insurance Broker | $126,000 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 15.49% | 16.52%-1.0pp | 14.20%+1.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $36,416 | $13,798+163.9% | $27,968+30.2% | $14,688+147.9% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |