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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $349,614 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $331,298 |
LORD ABBETT1 year Filed as: LORD ABBET & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $146,983 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $98,626 |
JOINT INDUSTRY BOARD2+ years Filed as: JOINT MULTI SERVICE ASSOCIATES LTD Service code 10 · EIN 82-3287696 | Accounting | $92,191 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $79,301 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $65,062 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-3236314 | Legal | $63,055 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $58,662 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $56,350 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,988 | $88,479+154.3% | $96,543+133.0% | $80,187+180.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 3.11% | 22.53%-19.4pp | 35.75%-32.6pp | 40.40%-37.3pp |
| Employer contribution / active EE | $11,682 | $4,177+179.7% | $3,741+212.3% | $2,980+292.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $730 | $211+245.3% | $6,737-89.2% | $145+403.5% |