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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISORS INC. Service code 19 · EIN 58-1707262 | Securities Custodian | $168,750 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $121,382 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 51 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $113,510 |
BROOKSFIELD REAL ESTATE1+ years Service code 19 250 VESEY STREET · NEW YORK, NY 10281 | Securities Custodian | $105,862 |
RAEL & LETSON1+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1707048 | Actuarial | $94,505 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 51 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Mgmt Fees | $80,000 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 20-8080381 | Investment Management | $67,721 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $61,560 |
VIVIAN JANECZKO1+ years Filed as: VIVIAN MORI Service code 30 · EIN 94-6296420 | Employee (plan) | $59,373 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $53,741 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $226,711-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 2.45% | 1.67%+0.8pp | -1.71%+4.2pp | 1.67%+0.8pp |
| Employer contribution / active EE | $7,512 | $10,506-28.5% | $45,357-83.4% | $10,506-28.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $175-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $7,161-100.0% | $66,276-100.0% |