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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC6+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $413,648 |
THE BANK OF NEW YORK MELLON6+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $405,364 |
LORD ABBETT6+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $171,933 |
ULLICO6+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $163,172 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $160,095 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $91,469 |
BAHL & GAYNOR4 years Filed as: BAHL AND GAYNOR INC Service code 28 · EIN 31-1297139 | Investment Management | $89,099 |
NEWTOWER TRUST COMPANY5 years Service code 21 · EIN 30-0872552 | Bank Trustee | $79,156 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $78,217 |
JOINT INDUSTRY BOARD2 years Filed as: JOINT MULTI SERVICES ASSOCIATES LTD Service code 10 89 JOSEPH AVENUE · STATEN ISLAND, NY 10314 | Accounting | $72,444 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,790 | $81,719+170.2% | $101,275+118.0% | $90,274+144.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.63% | 337.64%-331.0pp | 46.46%-39.8pp | 53.97%-47.3pp |
| Employer contribution / active EE | $11,534 | $3,622+218.4% | $3,660+215.1% | $2,523+357.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $796 | $162+391.6% | $5,948-86.6% | $114+597.7% |