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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $119,840 |
NEWTOWER TRUST COMPANY5+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $92,977 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 231 S. LASALLE STREET - 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $84,039 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $81,779 |
MARCO CONSULTING GROUP5+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-2631681 | Investment Management | $47,198 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $39,492 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $26,000 |
FRANK M. VACCARO & ASSOCIATES5+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $23,081 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $20,403 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 18.80% | 10.27%+8.5pp | 10.56%+8.2pp | 53.27%-34.5pp |
| Employer contribution / active EE | $17,382 | $12,273+41.6% | $30,199-42.4% | $14,774+17.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |