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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVASTA AND COMPANY INC Service code 11 · EIN 13-3879959 655 THIRD AVE - 12TH FLOOR · NEW YORK, NY 10004 | Actuarial | $939,842 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $123,575 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $53,068 |
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $43,355 |
M&T INVESTMENT GROUP1 year Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $40,000 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 30 S. WACKER DRIVE, SUITE 2800 · CHICAGO, IL 60606 | Investment Management | $35,401 |
Filed as: BOYD WATTERSON ASSET MANGAEMENT LLC Service code 51 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 441143179 | Investment Mgmt Fees | $17,223 |
MANNING & RUSSO LLC1 year Filed as: MANNING & RUSSO Service code 29 65 PONDFIELD ROAD · BRONXVILLE, NY 10708 | Legal | $13,025 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISORS LIMITED PARTNERS Service code 51 · EIN 04-3118582 265 FRANKLIN STREET, 21ST FLOOR · BOSTON, MA 021103326 | Investment Mgmt Fees | $7,668 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 5.77% | 724.96%-719.2pp | 78.53%-72.8pp | 37.74%-32.0pp |
| Employer contribution / active EE | $2,783 | $14,638-81.0% | $31,607-91.2% | $15,788-82.4% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |