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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINSTR Service code 13 · EIN 65-0498809 2010 NW 1050TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $83,660 |
Filed as: KARPUS INVESTMENT MANAGEMENT INC Service code 28 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, PA 14534 | Investment Management | $77,932 |
BMO HARRIS BANK NA2+ years Filed as: BMO ASSET MANAGEMENT CORP Service code 28 · EIN 51-0275712 33101 TREASURY CENTER · CHICAGO, IL 60694 | Investment Management | $63,559 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10176 | Investment Management | $55,073 |
BMJ CPA PLC2+ years Service code 10 · EIN 45-3414091 1326 S RIDGEWOOD AVE STE 18 · DAYTONA BEACH, FL 321146190 | Accounting | $28,812 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 15 UNION SQUARE · NEW YORK, NY 10003 | Securities Custodian | $16,881 |
SOUTHERN ACTUARIAL SERVICES2+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 P O BOX 888343 · ATLANTA, GA 30356 | Actuarial | $13,425 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1211909 1900 E 9TH STREET 13TH FLOOR · CLEVELAND, OH 44114 | Securities Custodian | $7,806 |
LAW OFFICE OF THOMAS JOHNSON, PA2+ years Filed as: LAW OFFICE THOMAS JOHNSON Service code 29 · EIN 59-3519587 510 VONDERBURG DR · BRANDON, FL 33511 | Legal | $6,158 |
PENSION FUND EVALUATIONS, INC.2+ years Filed as: PENSION FUND EVALUATIONS INC Service code 27 · EIN 11-2503982 2450 MIDDLE COUNTRY RD STE 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $3,732 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 9.04% | 2.79%+6.3pp | 4.16%+4.9pp | 11.88%-2.8pp |
| Employer contribution / active EE | $8,075 | $10,530-23.3% | $29,966-73.1% | $14,612-44.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |