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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT4 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $213,316 |
BLACKROCK5+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $189,959 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $182,306 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $181,887 |
WAGNER & ZWERMAN LLP4 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $170,818 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGTH AVENUE · NEW YORK, NY 10018 | Investment Management | $126,332 |
COHEN & STEERS5+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $84,015 |
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $82,600 |
VINCENT LOMBARDI4 years Filed as: VINCENT FEDELE Service code 30 · EIN 20-5133420 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $63,048 |
MORANO BROTHERS CORP.4 years Service code 49 · EIN 04-3749071 2045 ALBANY POST ROAD · CROTON ON HUDSON, NY 10520 | Other Services | $58,339 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.87% | 33.70%-14.8pp | 14.64%+4.2pp | 53.27%-34.4pp |
| Employer contribution / active EE | $9,855 | $14,473-31.9% | $41,831-76.4% | $14,774-33.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |