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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS1 year Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $214,360 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 28 · EIN 13-8674085 C/O MERRILL LYNCH · LATHAM, NY 12110 | Investment Management | $154,756 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGTH AVENUE · NEW YORK, NY 10018 | Investment Management | $132,612 |
BLACKROCK6+ years Service code 28 · EIN 32-0174431 C/O MERRILL LYNCH · LATHAM, NY 12110 | Investment Management | $124,382 |
Filed as: LORD ABBETT C/O MERRILL LYNCH Service code 28 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $121,697 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $111,207 |
WAGNER & ZWERMAN LLP5 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $93,360 |
COHEN & STEERS6+ years Service code 28 · EIN 13-5674085 C/O MERRILL LYNCH · LATHAM, NY 12110 | Investment Management | $82,519 |
BOLTON PARTNERS, INC.5 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $81,100 |
VINCENT LOMBARDI5 years Filed as: VINCENT FEDELE Service code 30 · EIN 13-6123973 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $66,378 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 4.79% | 9.58%-4.8pp | 9.52%-4.7pp | 11.45%-6.7pp |
| Employer contribution / active EE | $10,007 | $21,155-52.7% | $41,951-76.1% | $17,219-41.9% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |