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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $106,213 |
NEPC, LLC2+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $84,375 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $68,268 |
HALLETT ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1592340 | Actuarial | $56,020 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $50,636 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $30,731 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1008021 | Legal | $28,668 |
HEXAVEST INC.2+ years Filed as: HEXAVEST, INC. Service code 51 | Investment Mgmt Fees | $25,030 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $17,912 |
DICLAUDIO & KRAMER, LLC2+ 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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 6.69% | 4.86%+1.8pp | 4.96%+1.7pp | 9.19%-2.5pp |
| Employer contribution / active EE | $1,112 | $7,571-85.3% | $29,749-96.3% | $12,608-91.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |