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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK3 years Filed as: HANCOCK S-REIT JCITY CORP Service code 99 LOCK BOX 412323 · BOSTON, MA 022412323 | Other Fees | $826,107 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 51 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Investment Mgmt Fees | $690,667 |
WATER STREET LEASEHOLD LLC4 years Service code 99 · EIN 13-3198784 767 THIRD AVENUE · NEW YORK, NY 10017 | Other Fees | $576,895 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & CO. Service code 51 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Mgmt Fees | $378,907 |
CHARLES WARD7+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $324,334 |
EBERTS & HARRISON4 years Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $311,507 |
MILA MANAGED HEALTH CARE7+ years Service code 49 · EIN 13-3968546 55 BROADWAY · NEW YORK, NY 10006 | Other Services | $178,437 |
AMALGAMATED BANK7+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NYC, NY 10001 | Investment Mgmt Fees | $164,944 |
THE LAMBOS FIRM, LLP3 years Filed as: THE LAMBOS FIRM LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $132,646 |
JOSEPH W. MCCARTHY & ASSOCIATES7+ years Filed as: JOSEPH AURIGEMMA Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $127,386 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 17.46% | 14.11%+3.3pp | 14.84%+2.6pp | 15.63%+1.8pp |
| Employer contribution / active EE | $31,492 | $13,673+130.3% | $37,950-17.0% | $11,476+174.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |