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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF3+ years Service code 27 · EIN 20-0451050 10 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $40,633 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 26 CENTURY HILL DR · LATHAM, NY 12110 | Investment Management | $40,633 |
Filed as: DH COOK ASSOCIATES Service code 13 · EIN 11-2424843 253 WEST 35TH STREET · NEW YORK, NY 10001 | Contract Administrator | $39,000 |
JOSEPH M STERN ASSOCIATES3+ years Service code 10 · EIN 11-2767624 4 STEUBEN STREET · STATEN ISLAND, NY 10304 | Accounting | $35,560 |
Filed as: COLLERAN OHARA & MILLS Service code 29 · EIN 11-2940050 100 CROSSWAYS PARK DR W · WOODBURY, NY 11797 | Legal | $23,404 |
FEDERATION PENSION BUREAU2 years Service code 11 · EIN 13-1787163 14 PENN PLAZA · NEW YORK, NY 10122 | Actuarial | $21,000 |
DONALD R VALANE CPA PC1 year Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $19,500 |
ANGELO GORDON1 year Filed as: ANGELO R BISCEGLIE ATTORNEY Service code 29 · EIN 46-4100586 112 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,848 | $110,699-94.7% | $177,827-96.7% | $90,274-93.5% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 6.18% | 22.79%-16.6pp | 48.32%-42.1pp | 53.97%-47.8pp |
| Employer contribution / active EE | $483 | $4,118-88.3% | $5,918-91.8% | $2,523-80.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,713-100.0% | $4,231-100.0% |
| Admin fee / account holder | $133 | $90+47.3% | $12,429-98.9% | $114+16.3% |