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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $84,556 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 51-0275712 | Investment Management | $80,770 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $79,717 |
NATIONAL EMPLOYEE BENEFIT ADMIN6+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,500 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $34,245 |
DSF ADVISORS LLC3 years Service code 28 | Investment Management | $33,750 |
SOUTHERN ACTUARIAL SERVICES6+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $13,725 |
PNC BANK, N.A.6+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $9,921 |
Service code 27 · EIN 11-2503982 | Advisory (Plan) | $9,146 |
UA OF JOURNEYMEN & 295 PPF3 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 13.38% | 6.41%+7.0pp | 8.01%+5.4pp | 11.45%+1.9pp |
| Employer contribution / active EE | $13,012 | $11,592+12.2% | $29,475-55.9% | $17,219-24.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |