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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $112,594 |
FEDERATION PENSION BUREAU1+ years Filed as: FEDERATION PENSION BUREAU, INC. Service code 11 · EIN 13-1787563 225 WEST 34TH STREET, SUITE 1102 · NEW YORK, NY 10122 | Actuarial | $43,200 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 19 ONE MT PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $40,820 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $32,918 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO. LLC Service code 51 · EIN 13-5620131 90 HUDSON ST. · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $32,013 |
MSPC1+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $24,600 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK, MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $22,139 |
Filed as: PRUDENTIAL FINANCIAL Service code 51 · EIN 06-0303370 P.O BOX 5320 · SCRANTON, PA 18505 | Investment Mgmt Fees | $21,419 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE P.O BOX 2369 · WESTFIELD, NJ 07091 | Legal | $20,011 |
THE BANK OF NEW YORK MELLON1+ years Service code 51 · EIN 13-5160382 | Investment Mgmt Fees | $18,472 |
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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% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.55% | 0.68%+0.9pp | -1.61%+3.2pp | -0.60%+2.2pp |
| Employer contribution / active EE | $13,964 | $10,568+32.1% | $30,840-54.7% | $12,272+13.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |