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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $40,259 |
MARTINI, MARIA1+ years Filed as: MARIA MARTINI Service code 30 · EIN 14-6016608 | Employee (plan) | $25,933 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $24,392 |
BOSTON PARTNERS1+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $22,490 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $21,591 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,500 |
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $10,829 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,648 |
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 5, NY BRICKLAYERS & ALLIED Service code 49 · EIN 13-3762345 | Other Services | $5,629 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $5,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,345 | $34,220-75.6% | $73,836-88.7% | $59,188-85.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.4%+26.6pp | 69.4%+30.6pp |
| Annual return | 1.77% | 3.36%-1.6pp | 2268.06%-2266.3pp | 5.51%-3.7pp |
| Employer contribution / active EE | $435 | $1,480-70.6% | $2,787-84.4% | $2,098-79.3% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $117 | $64+81.9% | $4,882-97.6% | $92+26.4% |