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| Provider | Service type | Compensation |
|---|---|---|
WATER STREET LEASEHOLD LLC3 years Service code 99 · EIN 13-3198784 767 THIRD AVENUE · NEW YORK, NY 10017 | Other Fees | $802,648 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $774,688 |
HANCOCK WHITNEY BANK2 years Filed as: HANCOCK S-REIT JCITY CORP Service code 99 LOCK BOX 412323 · BOSTON, MA 022412323 | Other Fees | $762,289 |
CHARLES WARD6+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $317,554 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & CO. Service code 27 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Advisory (Plan) | $315,076 |
EBERTS & HARRISON3 years Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $312,936 |
MILA MANAGED HEALTH CARE6+ years Service code 49 · EIN 13-3968546 111 BROADWAY · NYC, NY 10006 | Other Services | $140,370 |
THE LAMBOS FIRM, LLP2 years Filed as: THE LAMBOS FIRM LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $140,062 |
MARRINAN & MAZZOLA MARDON P.C.6+ years Service code 29 · EIN 13-3303633 26 BROADWAY · NYC, NY 10004 | Legal | $131,858 |
JOSEPH W. MCCARTHY & ASSOCIATES6+ years Filed as: JOSEPH AURIGEMMA Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $124,564 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 12.01% | 10.88%+1.1pp | 10.57%+1.4pp | 12.86%-0.8pp |
| Employer contribution / active EE | $33,228 | $18,143+83.1% | $29,483+12.7% | $13,687+142.8% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |