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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 28 · EIN 93-6207280 100 N TRYON ST. · CHARLOTTE, NC 28255 | Investment Management | $68,287 |
FIS BUSINESS SYSTEMS LLC1 year Filed as: COLUMBIA FIS INTERM Service code 28 · EIN 13-3180631 | Investment Management | $50,479 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $41,000 |
KRAKOW & SOURIS1 year Filed as: KRAKOW SOURIS & LANDRY, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET 503 · BOSTON, MA 02114 | Legal | $40,000 |
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $20,150 |
D'ARCANGELO & CO., LLP9+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,200 |
COHEN & STEERS8 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $11,548 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $7,023 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.07% | 11.08%+3.0pp | 8.10%+6.0pp | 8.76%+5.3pp |
| Employer contribution / active EE | $17,698 | $13,910+27.2% | $28,665-38.3% | $16,650+6.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |