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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1 year Filed as: PRIVATE WEALTH SOLUTIONS BLACKSTONE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,733,831 |
NYHTC - HEALTH CENTER, INC.3 years Filed as: NYHTC - HEALTH CENTER INC. Service code 15 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $1,261,753 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $1,170,622 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $1,156,749 |
MARTIN CURRIE1 year Filed as: MARTIN CURRIE INC Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $813,631 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $748,604 |
NYHTC - HEALTH BENEFITS FUND5 years Service code 15 · EIN 13-6126923 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $630,742 |
PITTA LLP4 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $551,414 |
DELAWARE INVESTMENTS1 year Service code 28 100 INDEPENDENCE, 610 MARKET STREET · PHILADELPHIA, PA 191062354 | Investment Management | $461,069 |
Service code 28 · EIN 76-6192146 | Investment Management | $441,977 |
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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 | $0 | $291,448-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 11.49% | 13.51%-2.0pp | 6.39%+5.1pp | 13.51%-2.0pp |
| Employer contribution / active EE | $3,715 | $8,170-54.5% | $30,371-87.8% | $8,170-54.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $24-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $7,637-100.0% | - |