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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $285,250 |
Filed as: INTERCONTINENTAL REAL ESTATE CO. Service code 28 · EIN 04-2895544 | Investment Management | $94,133 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $90,000 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $77,163 |
COHEN & STEERS8 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $56,304 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Management | $47,397 |
Service code 28 · EIN 13-3257590 | Investment Management | $38,321 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 540 W MADISON STREET · CHICAGO, IL 60661 | Investment Management | $34,219 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE SUITE 700 · NEW YORK, NY 10016 | Accounting | $31,500 |
BOLTON PARTNERS, INC.2 years Service code 11 · EIN 52-1231144 | Actuarial | $30,000 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.23% | 8.51%-0.3pp | 10.53%-2.3pp | 8.76%-0.5pp |
| Employer contribution / active EE | $7,207 | $16,216-55.6% | $26,797-73.1% | $16,664-56.8% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |