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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $103,377 |
NEPC, LLC1+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $83,788 |
HALLETT ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1592340 | Actuarial | $69,815 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $49,903 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $46,454 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $46,330 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1008021 | Legal | $22,099 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $20,955 |
HEXAVEST INC.1+ years Filed as: HEXAVEST, INC. Service code 51 | Investment Mgmt Fees | $20,572 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $15,475 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -2.41% | 1.67%-4.1pp | -0.79%-1.6pp | 1.67%-4.1pp |
| Employer contribution / active EE | $1,173 | $10,506-88.8% | $28,419-95.9% | $10,506-88.8% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |