Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT2 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $214,358 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $200,073 |
BLACKROCK3+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $161,446 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $139,439 |
WAGNER & ZWERMAN LLP2 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $88,055 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $86,000 |
COHEN & STEERS3+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $80,958 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGTH AVENUE · NEW YORK, NY 10018 | Investment Management | $62,741 |
PCI2 years Service code 49 · EIN 20-4530527 550 FRANKLIN AVENUE · MOUNT VERNON, NY 10550 | Other Services | $61,940 |
VINCENT LOMBARDI2 years Filed as: VINCENT FEDELE Service code 30 · EIN 20-5133420 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $59,448 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.25% | 13.03%-3.8pp | 10.36%-1.1pp | 23.90%-14.6pp |
| Employer contribution / active EE | $9,237 | $15,779-41.5% | $37,738-75.5% | $16,539-44.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |