Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NYHTC - HEALTH CENTER, INC.1+ years Filed as: NYHTC- HEALTH CENTER, INC Service code 15 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $1,227,734 |
MD SASS1+ years Filed as: MD SASS ASSOCIATES, INC Service code 51 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $1,074,466 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON ASSET MANAGEMENT Service code 51 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $794,116 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 51 · EIN 25-6078093 50 FREEMONT STREET, STE 3900 · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $755,812 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 51 · EIN 13-3089070 645 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $585,536 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT L.L.P. Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $578,177 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $560,952 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $464,315 |
NYHTC - HEALTH BENEFITS FUND1+ years Filed as: NYHTC- HEALTH BENEFITS FUND Service code 15 · EIN 13-6126923 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $435,138 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS LLC Service code 51 · EIN 13-3379970 | Investment Mgmt Fees | $338,326 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $47,522-100.0% | $177,383-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 23.8%-23.8pp | 9.2%-9.2pp |
| Annual return | -1.76% | -0.08%-1.7pp | -0.48%-1.3pp | -0.08%-1.7pp |
| Employer contribution / active EE | $4,784 | $7,991-40.1% | $23,357-79.5% | $7,991-40.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $17-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,964-100.0% | $275-100.0% |