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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $377,988 |
ZIEGLER CAPITAL MANAGEMENT, LLC5+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $326,156 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $221,090 |
ULLICO5+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $158,937 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $135,642 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $109,874 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $94,065 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $89,123 |
JOINT INDUSTRY BOARD1 year Filed as: JOINT MULTI SERVICES ASSOCIATES LTD Service code 10 89 JOSEPH AVENUE · STATEN ISLAND, NY 10314 | Accounting | $85,109 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $84,862 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,932 | $66,051+184.5% | $92,916+102.3% | $77,775+141.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 10.38% | 20.69%-10.3pp | 109.45%-99.1pp | 32.58%-22.2pp |
| Employer contribution / active EE | $13,368 | $3,426+290.2% | $3,654+265.9% | $2,504+433.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $720 | $148+387.1% | $5,796-87.6% | $100+619.5% |