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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $286,096 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $278,184 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $262,691 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $211,817 |
Service code 49 · EIN 16-0766976 | Other Services | $181,747 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 100 MERIDIAN CENTRE BLVD, SUITE 100 · ROCHESTER, NY 14618 | Actuarial | $44,348 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL TOBIN, ATTY Service code 29 · EIN 16-1523639 | Legal | $30,042 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $27,750 |
U.A. LOCAL 13 BUILDING, INC.1+ years Service code 49 · EIN 23-7358299 | Other Services | $20,000 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.72% | 0.06%+0.7pp | -0.81%+1.5pp | -0.60%+1.3pp |
| Employer contribution / active EE | $18,105 | $14,206+27.4% | $38,425-52.9% | $12,272+47.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |