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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 2010 NW 1050TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $81,908 |
Filed as: KARPUS INVESTMENT MANAGEMENT INC Service code 28 · EIN 16-1290558 183 SULLY'S TRAIL · PITTSFORD, PA 14534 | Investment Management | $78,377 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENTN CORP Service code 28 · EIN 51-0275712 33101 TREASURY CENTER · CHICAGO, IL 60694 | Investment Management | $71,111 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10176 | Investment Management | $38,514 |
BMJ CPA PLC3+ years Service code 10 · EIN 45-3414091 1326 S RIDGEWOOD AVE · DAYTONA BEACH, FL 321146190 | Accounting | $32,150 |
SOUTHERN ACTUARIAL SERVICES3+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 P O BOX 888343 · ATLANTA, GA 30356 | Actuarial | $19,200 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 15 UNION SQUARE · NEW YORK, NY 10003 | Securities Custodian | $15,832 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1211909 1900 E 9TH STREET 13TH FLOOR · CLEVELAND, OH 44114 | Securities Custodian | $8,286 |
PENSION FUND EVALUATIONS, INC.3+ years Filed as: PENSION FUND EVALUATIONS INC Service code 27 · EIN 11-2503982 2450 MIDDLE COUNTRY RD STE 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $6,546 |
LAW OFFICE OF THOMAS JOHNSON, PA3+ years Filed as: LAW OFFICE THOMAS JOHNSON Service code 29 · EIN 59-3519587 510 VONDERBURG DR · BRANDON, FL 33511 | Legal | $3,314 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 13.56% | 9.14%+4.4pp | 8.32%+5.2pp | 10.41%+3.1pp |
| Employer contribution / active EE | $34,259 | $9,384+265.1% | $30,793+11.3% | $14,691+133.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |