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| Provider | Service type | Compensation |
|---|---|---|
WATER STREET LEASEHOLD LLC2 years Service code 99 · EIN 13-3198784 PO BOX 310300 · DES MOINES, IA 503310300 | Other Fees | $777,954 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $554,431 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK S-REIT JCITY CORP Service code 99 LOCK BOX 412323 · BOSTON, MA 022412323 | Other Fees | $520,623 |
EBERTS & HARRISON2 years Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $331,312 |
CHARLES WARD5+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $302,954 |
Service code 99 · EIN 01-0233346 JOHN HANCOCK POOL 1 · CAROL STREAM, IL 60132 | Other Fees | $257,095 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 270 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $241,683 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & CO. Service code 27 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Advisory (Plan) | $239,369 |
THE LAMBOS FIRM, LLP1 year Filed as: THE LAMBOS FIRM LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $196,902 |
MARRINAN & MAZZOLA MARDON P.C.5+ years Service code 29 · EIN 13-3303633 26 BROADWAY · NYC, NY 10004 | Legal | $142,916 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.77% | 15.22%+3.5pp | 16.32%+2.5pp | 21.83%-3.1pp |
| Employer contribution / active EE | $35,592 | $15,831+124.8% | $31,806+11.9% | $12,237+190.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |