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| Provider | Service type | Compensation |
|---|---|---|
MARVIN AND COMPANY, P.C.1 year Filed as: MARVIN AND COMPANY, PC Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $46,425 |
BOSTON PARTNERS1 year Service code 29 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Legal | $38,745 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 9000 MIDLANTIC DRIVE SUITE 100 · MOUNT LAUREL, NJ 08054 | Actuarial | $37,858 |
WILMINGTON TRUST3+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $37,388 |
LORD ABBETT1 year Filed as: LORD ABBET & CO. Service code 51 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $33,449 |
SUMMIT ACTUARIAL SERVICE1 year Filed as: SUMMIT ACTUARIAL SERVICE, LLC Service code 16 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Consulting | $21,375 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $20,000 |
Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 11-2450206 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $16,044 |
Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $12,916 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, NY 44144 | Investment Management | $12,188 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 15.01% | 11.09%+3.9pp | 8.32%+6.7pp | 13.95%+1.1pp |
| Employer contribution / active EE | $24,869 | $10,980+126.5% | $30,793-19.2% | $16,598+49.8% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |