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| Provider | Service type | Compensation |
|---|---|---|
NYHTC - HEALTH CENTER, INC.2+ years Filed as: NYHTC- HEALTH CENTER, INC Service code 15 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $1,221,966 |
MD SASS2+ 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 | $1,099,433 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NY MELLON ASSET MANAGEMENT Service code 51 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $1,015,374 |
THE BANK OF NEW YORK MELLON2+ 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 | $770,698 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 51 · EIN 13-3089070 645 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $609,636 |
WEDGE CAPITAL MANAGEMENT2+ 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 | $597,094 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $516,260 |
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 | $440,006 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $400,852 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION PARTNERS LLC Service code 51 · EIN 13-3379970 | Investment Mgmt Fees | $374,815 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $286,961-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 13.3%-13.3pp | 4.2%-4.2pp |
| Annual return | 7.22% | 10.64%-3.4pp | 2.61%+4.6pp | 10.64%-3.4pp |
| Employer contribution / active EE | $2,024 | $11,561-82.5% | $24,109-91.6% | $11,561-82.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $17-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $148-100.0% | $312-100.0% |