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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 | $1,571,222 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON CAPITAL MANAGMENT CORP Service code 28 · EIN 25-6078093 50 FREMONT STREET · SAN FRANCISCO, CA 94105 | Investment Management | $1,461,916 |
MD SASS4+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $1,160,176 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NY MELLON ASSET MANAGEMENT Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $1,108,301 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT L.L.P. Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $746,037 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $744,037 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS REALTY INVESTORS LLC Service code 28 10 STATE HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $517,716 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 645 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $511,079 |
RICE HALL JAMES4+ years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 600 W. BROADWAY, SUITE 100 · SAN DIEGO, CA 921013383 | Investment Management | $453,468 |
FRANKLIN TEMPLETON4+ years Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $433,794 |
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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 | $7,764,297-100.0% | $68,458-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -5.32% | -1.95%-3.4pp | -0.87%-4.5pp | -1.95%-3.4pp |
| Employer contribution / active EE | $6,407 | $9,243-30.7% | $21,826-70.6% | $9,243-30.7% |
| Participant deferral / active EE | $0 | $425-100.0% | $656-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $165-100.0% | $62,356-100.0% |