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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $72,128 |
MSPC3+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $48,641 |
THE BANK OF NEW YORK MELLON3+ years Service code 51 · EIN 13-5160382 | Investment Mgmt Fees | $44,156 |
FEDERATION PENSION BUREAU3+ 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 |
LOOMIS SAYLES3+ 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 | $39,257 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE P.O BOX 2369 · WESTFIELD, NJ 07091 | Legal | $38,941 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $32,918 |
LORD ABBETT3+ years Filed as: LORD, ABBETT & CO. LLC Service code 51 · EIN 13-5620131 90 HUDSON ST. · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $21,103 |
KENNEDY CAPITAL MANAGEMENT3+ years Filed as: KENNEDY, JENNIK, MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $19,963 |
NEW TOWER1 year Filed as: NEW TOWER MEPT Service code 51 | Investment Mgmt Fees | $18,162 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.73% | 11.78%+0.9pp | 8.32%+4.4pp | 23.90%-11.2pp |
| Employer contribution / active EE | $18,297 | $11,309+61.8% | $30,793-40.6% | $16,539+10.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |