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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT3 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $211,501 |
BLACKROCK4+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $199,641 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $194,171 |
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $152,039 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGTH AVENUE · NEW YORK, NY 10018 | Investment Management | $110,086 |
WAGNER & ZWERMAN LLP3 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $91,276 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $83,800 |
MORANO BROTHERS CORP.3 years Service code 49 · EIN 04-3749071 2045 ALBANY POST ROAD · CROTON ON HUDSON, NY 10520 | Other Services | $77,482 |
COHEN & STEERS4+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $76,032 |
VINCENT LOMBARDI3 years Filed as: VINCENT FEDELE Service code 30 · EIN 20-5133420 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $60,788 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -1.33% | -1.12%-0.2pp | -2.18%+0.8pp | 0.19%-1.5pp |
| Employer contribution / active EE | $9,650 | $12,052-19.9% | $38,751-75.1% | $13,763-29.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |