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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $81,611 |
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,641 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 51-0275712 | Investment Management | $76,593 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $66,725 |
DSF ADVISORS LLC2 years Service code 28 | Investment Management | $36,001 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $31,500 |
SOUTHERN ACTUARIAL SERVICES5+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $15,475 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $10,400 |
PNC BANK, N.A.5+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $9,318 |
UA OF JOURNEYMEN & 295 PPF2 years 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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 17.52% | 11.52%+6.0pp | 10.56%+7.0pp | 16.32%+1.2pp |
| Employer contribution / active EE | $10,922 | $11,821-7.6% | $30,197-63.8% | $17,007-35.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |