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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $42,284 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $34,360 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $27,360 |
MCKINLEY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 92-0136349 3301 C STREET SUITE 500 · ANCHORAGE, AK 99503 | Investment Management | $22,463 |
EQUITY INVESTMENT CORPORATION2+ years Filed as: EQUITY INVESTMENT CORP. Service code 28 · EIN 58-1684151 3007 PIEDMONT RD · ATLANTA, GA 30305 | Investment Management | $19,254 |
TPA CORPORATION2+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 531 ROUTE 52 - SUITE 2 · CARMEL, NY 10512 | Recordkeeping | $12,583 |
WELLS FARGO BANK, N.A.2+ 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 CORP2+ years Service code 28 · EIN 13-3594521 200 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10166 | Investment Management | $10,739 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 ONE MT PLAZA 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $3,557 |
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Annual investment return 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 3.12% | 5.80%-2.7pp | 4.74%-1.6pp | 11.88%-8.8pp |
| Employer contribution / active EE | $6,840 | $15,506-55.9% | $36,089-81.0% | $14,612-53.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |