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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $263,121 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $173,129 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $157,625 |
BLACKROCK1 year Filed as: BLACKROCK C/O THE CHRYS GROUP AT ML Service code 28 · EIN 32-0174431 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $128,547 |
LORD ABBETT6 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $109,899 |
COHEN & STEERS7+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $93,019 |
BOLTON PARTNERS, INC.6 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE, SUITE 100 · MOUNT LAUREL, NJ 08054 | Actuarial | $90,100 |
LORD ABBETT1 year Filed as: LORD ABBETT C/O THE CHRYS GROUP Service code 28 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $87,906 |
WAGNER & ZWERMAN LLP6 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $83,565 |
VINCENT LOMBARDI6 years Filed as: VINCENT FEDELE Service code 30 · EIN 13-6123973 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $68,514 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.47% | 19.37%-6.9pp | 11.08%+1.4pp | 15.63%-3.2pp |
| Employer contribution / active EE | $8,870 | $13,107-32.3% | $28,418-68.8% | $11,476-22.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |