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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $44,440 |
KATHY JAMES1 year Filed as: KATHY HAMM Service code 12 890 THIRD ST SUITE 10 · ALBANY, NY 122061624 | Plan Administrator; Claims processing | $25,792 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199369 | Actuarial | $17,840 |
Service code 10 · EIN 14-1624930 | Accounting | $13,525 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MULTI CORE PLUS Service code 28 · EIN 13-3985152 | Investment Management | $10,293 |
BOSTON PARTNERS2+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-5521910 | Investment Management | $7,105 |
ROBERT S. CATAPANO-FRIEDMAN2+ years Service code 29 · EIN 14-1765503 | Legal | $6,000 |
COHEN & STEERS1 year Filed as: COHEN STEERS Service code 28 · EIN 13-3353336 | Investment Management | $5,476 |
AB FUNDS2+ years Filed as: WINSLOW LARGE CAP GROWTH Service code 28 · EIN 47-0875103 | Investment Management | $5,277 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.72% | 11.16%-1.4pp | 10.36%-0.6pp | 10.41%-0.7pp |
| Employer contribution / active EE | $15,308 | $16,610-7.8% | $37,738-59.4% | $14,691+4.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |