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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $258,604 |
Filed as: INTERCONTINENTAL REAL ESTATE CO. Service code 28 · EIN 04-2895544 | Investment Management | $89,371 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $86,259 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $80,000 |
Service code 28 · EIN 13-3257590 | Investment Management | $57,028 |
COHEN & STEERS6 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $48,980 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Management | $41,115 |
THE SEGAL COMPANY2 years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 540 W MADISON STREET · CHICAGO, IL 60661 | Investment Management | $39,087 |
Service code 28 · EIN 91-1042342 | Investment Management | $38,188 |
Filed as: BRHD OF LOCMTV ENG & TRNMN LI WEL F Service code 50 · EIN 51-0247782 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $37,206 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.82% | 38.53%-50.3pp | -3.21%-8.6pp | 2.77%-14.6pp |
| Employer contribution / active EE | $6,018 | $14,659-58.9% | $46,051-86.9% | $15,262-60.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |