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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYHTC - HEALTH CENTER, INC Service code 15 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $1,398,560 |
MD SASS3+ 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 | $1,139,336 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NY MELLON ASSET MANAGEMENT Service code 51 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $995,168 |
Filed as: BNY MELLON CAPITAL MANAGMENT CORP Service code 51 · EIN 25-6078093 50 FREMONT STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $749,021 |
WEDGE CAPITAL MANAGEMENT3+ 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 | $739,998 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 51 · EIN 13-3089070 645 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $542,680 |
Filed as: UBS REALTY INVESTORS LLC Service code 51 10 STATE HOUSE SQUARE · HARTFORD, CT 06103 | Investment Mgmt Fees | $437,188 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Mgmt Fees | $408,993 |
FRANKLIN TEMPLETON3+ years Filed as: CLARION PARTNERS LLC Service code 51 · EIN 13-3379970 | Investment Mgmt Fees | $403,448 |
RICE HALL JAMES3+ years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 51 · EIN 43-1992528 600 W. BROADWAY, SUITE 100 · SAN DIEGO, CA 921013383 | Investment Mgmt Fees | $368,620 |
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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 | $14,491,905-100.0% | $42,250-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 18.8%-18.8pp | 5.3%-5.3pp |
| Annual return | 13.41% | 1057.21%-1043.8pp | 7.25%+6.2pp | 1057.21%-1043.8pp |
| Employer contribution / active EE | $4,998 | $14,374-65.2% | $33,137-84.9% | $14,374-65.2% |
| Participant deferral / active EE | $0 | $351-100.0% | $13-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $159-100.0% | $81,210-100.0% |