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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $109,845 |
NEWTOWER TRUST COMPANY3+ years Service code 21 · EIN 20-1641876 | Bank Trustee | $82,962 |
Filed as: GREAT LAKES ADVISORS Service code 28 231 S. LASALLE STREET - 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $74,515 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $68,393 |
MARCO CONSULTING GROUP3+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-2631681 | Investment Management | $45,666 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $39,946 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $33,759 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $27,082 |
Service code 27 · EIN 06-1519082 | Advisory (Plan) | $20,000 |
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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 | $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 | 12.25% | 11.78%+0.5pp | 8.32%+3.9pp | 23.90%-11.6pp |
| Employer contribution / active EE | $15,297 | $11,309+35.3% | $30,793-50.3% | $16,539-7.5% |
| 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% |