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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 2010 NW 1050TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $87,595 |
Filed as: KARPUS INVESTMENT MANAGEMENT INC Service code 28 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, PA 14534 | Investment Management | $78,698 |
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT CORP Service code 28 · EIN 51-0275712 33101 TREASURY CENTER · CHICAGO, IL 60694 | Investment Management | $66,073 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10176 | Investment Management | $42,839 |
BMJ CPA PLC1+ years Service code 10 · EIN 45-3414091 1326 S RIDGEWOOD AVE STE 18 · DAYTONA BEACH, FL 321146190 | Accounting | $23,083 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 P O BOX 888343 · ATLANTA, GA 30356 | Actuarial | $20,025 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 15 UNION SQUARE · NEW YORK, NY 10003 | Securities Custodian | $20,000 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1211909 1900 E 9TH STREET 13TH FLOOR · CLEVELAND, OH 44114 | Securities Custodian | $8,871 |
PENSION FUND EVALUATIONS, INC.1+ years Filed as: PENSION FUND EVALUATIONS INC Service code 27 · EIN 11-2503982 2450 MIDDLE COUNTRY RD ST 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $4,433 |
LAW OFFICE OF THOMAS JOHNSON, PA1+ years Filed as: LAW OFFICE THOMAS JOHNSON Service code 29 · EIN 59-3519587 510 VONDERBURG DR · BRANDON, FL 33511 | Legal | $4,081 |
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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 | $50,464-100.0% | $75,784-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 75.8%-75.8pp | 68.1%-68.1pp |
| Annual return | 1.02% | 1.03%0pp | 9.68%-8.7pp | 4.54%-3.5pp |
| Employer contribution / active EE | $7,369 | $1,988+270.6% | $3,323+121.7% | $1,882+291.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |