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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L1+ years Filed as: GCC/IBT - LOCAL ONE - L Service code 13 · EIN 13-4920470 | Contract Administrator | $18,000 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 · EIN 22-3502478 | Actuarial | $16,035 |
Filed as: TEAL, BECKER, & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $14,645 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 27 · EIN 45-3328488 | Advisory (Plan) | $14,491 |
KEY BANK NATIONAL ASSOCIATION1+ years Service code 21 · EIN 34-0797057 | Bank Trustee | $11,109 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Service code 11 · EIN 26-3842522 | Actuarial | $10,500 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 25-1919594 | Legal | $5,150 |
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 | $415,031-100.0% | $169,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | - |
| Annual return | -4.31% | 15.23%-19.5pp | 7.98%-12.3pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $23,724-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $636-100.0% | - |