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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 | $1,500,302 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $1,172,416 |
MD SASS6+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $1,059,681 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NY MELLON ASSET MANAGEMENT Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $988,074 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $729,266 |
NYHTC - HEALTH BENEFITS FUND4 years Service code 15 · EIN 13-6126923 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $666,588 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVEST. MGMT. CAYMEN LTD Service code 28 · EIN 25-6078093 | Investment Management | $537,946 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $524,819 |
FRANKLIN TEMPLETON6+ years Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $464,956 |
PITTA LLP3 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $454,858 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 0.0%0pp |
| Annual return | 8.31% | 13.80%-5.5pp | 6.61%+1.7pp | 13.80%-5.5pp |
| Employer contribution / active EE | $2,050 | $10,386-80.3% | $24,284-91.6% | $10,386-80.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $408-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,478-100.0% | - |