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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2 years Service code 51 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02018 | Investment Mgmt Fees | $74,210 |
LORD ABBETT1 year Filed as: LORD ABBET & CO Service code 51 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $47,862 |
MARVIN AND COMPANY, P.C.4+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $46,675 |
WILMINGTON TRUST1 year Filed as: MANUFACTURERS AND TRADERS TRUST CO Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $45,063 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 · EIN 22-3502478 9000 MIDLANTIC DRIVE SUITE 100 · MOUNT LAUREL, NJ 08054 | Actuarial | $36,608 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $22,000 |
SUMMIT ACTUARIAL SERVICE1 year Filed as: SUMMIT ACTUARIAL SERVICE LLC Service code 16 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Consulting | $20,925 |
Service code 29 · EIN 11-2450206 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $16,870 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -0.11% | 1.05%-1.2pp | -752.26%+752.1pp | -0.69%+0.6pp |
| Employer contribution / active EE | $21,604 | $11,363+90.1% | $31,802-32.1% | $16,786+28.7% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |