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| Provider | Service type | Compensation |
|---|---|---|
NYHTC - HEALTH CENTER, INC.2 years Filed as: NYHTC HEALTH CENTER INC. Service code 50 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Direct Payment | $2,914,714 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $1,196,004 |
NYHTC - HEALTH BENEFITS FUND2 years Filed as: NYHTC HEALTH BENEFITS FUND Service code 15 · EIN 13-6126923 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $959,714 |
PITTA LLP7 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $781,599 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $528,828 |
BLACKROCK3 years Filed as: BLACKROCK ADVISOR Service code 28 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Investment Management | $444,732 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $311,202 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 19 40 W 57TH STREET · NEW YORK, NY 10019 | Securities Custodian | $309,743 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS REALTY INVESTORS LLC Service code 28 10 STATE HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $296,063 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOTT CAPITAL ADVISORS LP Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $279,611 |
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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 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 12.10% | 8.85%+3.3pp | 7.29%+4.8pp | 8.85%+3.3pp |
| Employer contribution / active EE | $7,088 | $8,529-16.9% | $20,019-64.6% | $8,529-16.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $31-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |