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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $95,687 |
FEDERATION PENSION BUREAU2+ years Filed as: FEDERATION PENSION BUREAU, INC. Service code 11 · EIN 13-1787563 225 WEST 34TH STREET, SUITE 1102 · NEW YORK, NY 10122 | Actuarial | $44,100 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $37,430 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY, JENNIK, MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $34,887 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $32,917 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER, 25TH FLOOR · BOSTON, MA 02111 | Investment Mgmt Fees | $30,905 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. LLC Service code 51 · EIN 13-5620131 90 HUDSON ST. · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $27,836 |
MSPC2+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $27,500 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 ONE MT PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $27,127 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE P.O BOX 2369 · WESTFIELD, NJ 07091 | Legal | $25,370 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.77% | 3.49%+5.3pp | 4.16%+4.6pp | 7.18%+1.6pp |
| Employer contribution / active EE | $15,693 | $11,083+41.6% | $29,966-47.6% | $13,095+19.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |