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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 · EIN 93-6207280 100 N TRYON ST. · CHARLOTTE, NC 28255 | Investment Management | $84,325 |
FIS BUSINESS SYSTEMS LLC2 years Filed as: COLUMBIA FIS INTERM Service code 28 · EIN 13-3180631 | Investment Management | $62,617 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $43,050 |
KRAKOW & SOURIS2 years Filed as: KRAKOW SOURIS & LANDRY, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET 503 · BOSTON, MA 02114 | Legal | $40,000 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $24,324 |
LOOMIS SAYLES9 years Service code 28 · EIN 04-3200030 1384 OLD FREEPORT ROAD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Management | $21,482 |
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $20,673 |
D'ARCANGELO & CO., LLP10+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,700 |
COHEN & STEERS9 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $13,464 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.09% | 8.62%+0.5pp | 8.99%+0.1pp | 10.52%-1.4pp |
| Employer contribution / active EE | $17,119 | $14,400+18.9% | $25,171-32.0% | $15,140+13.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |