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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $31,925 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $30,943 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $29,286 |
MCKINLEY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 92-0136349 3301 C STREET SUITE 500 · ANCHORAGE, AK 99503 | Investment Management | $23,177 |
EQUITY INVESTMENT CORPORATION1+ years Filed as: EQUITY INVESTMENT CORP. Service code 28 · EIN 58-1684151 3007 PIEDMONT RD · ATLANTA, GA 30305 | Investment Management | $12,627 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE STE S-331 · WHITE PLAINS, NY 10604 | Advisory (Plan) | $11,000 |
CUTWATER INVESTORS SERVICES CORP1+ years Service code 28 · EIN 13-3594521 200 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10166 | Investment Management | $10,553 |
TPA CORPORATION1+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 2424 ROUTE 52 · HOPEWELL JUNCTION, NY 12533 | Recordkeeping | $9,738 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 ONE MT PLAZA 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $3,306 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.99% | -1.13%+0.1pp | -0.81%-0.2pp | 2.81%-3.8pp |
| Employer contribution / active EE | $5,685 | $14,981-62.0% | $38,425-85.2% | $16,358-65.2% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |