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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 51-0275712 | Investment Management | $83,662 |
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $82,405 |
NATIONAL EMPLOYEE BENEFIT ADMIN4+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,500 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $63,398 |
DSF ADVISORS LLC1 year Service code 28 | Investment Management | $36,898 |
BMJ CPA PLC4+ years Service code 10 · EIN 45-3414091 | Accounting | $29,694 |
SOUTHERN ACTUARIAL SERVICES4+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $14,150 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $13,438 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $9,402 |
Service code 15 · EIN 59-0488966 | Recordkeeping | $8,071 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -2.77% | 1.05%-3.8pp | -752.26%+749.5pp | -0.69%-2.1pp |
| Employer contribution / active EE | $8,534 | $11,363-24.9% | $31,802-73.2% | $16,786-49.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |