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| Provider | Service type | Compensation |
|---|---|---|
MCASF LOCAL 725 SERVICE CORP6 years Service code 13 · EIN 81-2757635 | Contract Administrator | $264,000 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: KARPUS MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $187,952 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $135,139 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $132,145 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $119,016 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $70,020 |
Service code 11 · EIN 26-1370698 | Actuarial | $61,843 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 33-1498605 | Accounting | $56,565 |
HESSIAN & MCKASY, PA8 years Service code 29 · EIN 20-1551306 | Legal | $54,865 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $52,642 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | 7.51% | 10.33%-2.8pp | 8.10%-0.6pp | 9.30%-1.8pp |
| Employer contribution / active EE | $9,790 | $14,972-34.6% | $28,649-65.8% | $12,551-22.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |