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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $92,881 |
INSULATORS LOCAL 234 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 170288654 | Plan Administrator | $87,362 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $70,000 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 6 PPG PLACE, SUITE 200 · PITTSBURGH, PA 15222 | Actuarial | $31,700 |
AEW CAPITAL MANAGEMENT2 years Filed as: AEW CORE PROPERTY TRUST (US) INC Service code 28 TWO SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $29,073 |
WILLIG, WILLIAMS & DAVIDSON4 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 15222 | Legal | $16,989 |
JBM COMPUTER CONSULTANTS4 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NY 14224 | Other Services | $12,065 |
ALAN ROSS & COMPANY, PC9+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $9,750 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 12.68% | 11.01%+1.7pp | 8.10%+4.6pp | 7.65%+5.0pp |
| Employer contribution / active EE | $19,502 | $13,413+45.4% | $28,649-31.9% | $20,582-5.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |