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| Provider | Service type | Compensation |
|---|---|---|
NYHTC - HEALTH CENTER, INC.4 years Filed as: NYHTC - HEALTH CENTER INC. Service code 50 · EIN 13-1595091 305 WEST 44TH STREET · NEW YORK, NY 10036 | Direct Payment | $2,009,854 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $1,036,879 |
PITTA LLP5 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $773,671 |
NYHTC - HEALTH BENEFITS FUND6 years Service code 15 · EIN 13-6126923 305 WEST 44TH STREET · NEW YORK, NY 10036 | Recordkeeping | $770,344 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $761,858 |
Filed as: HUDSON BAY CAPITAL MANAGEMENT LP Service code 28 777 3RD AVE · NEW YORK, NY 10017 | Investment Management | $559,901 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 19 40 W 57TH STREET · NEW YORK, NY 10019 | Securities Custodian | $374,732 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS REALTY INVESTORS LLC Service code 28 10 STATE HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $373,238 |
VALOR MANAGEMENT LLC1 year Service code 28 · EIN 84-2218024 | Investment Management | $366,956 |
Service code 28 590 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10022 | Investment Management | $359,180 |
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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 | $1,469,698-100.0% | $344,859-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -15.22% | 7.68%-22.9pp | -8.04%-7.2pp | 7.68%-22.9pp |
| Employer contribution / active EE | $6,602 | $9,142-27.8% | $29,691-77.8% | $9,142-27.8% |
| Participant deferral / active EE | $0 | $462-100.0% | $13-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $388-100.0% | $19,323-100.0% |