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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $140,048 |
LORD ABBETT7 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $118,526 |
BLACKROCK2 years 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 | $118,517 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $106,358 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE, SUITE 2100 · NEW YORK, NY 10022 | Legal | $86,800 |
BLITMAN & KING6 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET, SUITE 300 · SYRACUSE, NY 13204 | Legal | $81,742 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 325 SENTRY PKWY, BLDG 5 W, STE 200 · BLUE BELL, PA 19422 | Actuarial | $79,600 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD, 3RD FLOOR · WOODBURY, NY 11797 | Accounting | $74,745 |
VINCENT LOMBARDI7 years Filed as: VINCENT FEDELE Service code 30 · EIN 13-6123973 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $72,514 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $68,780 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -11.51% | -4.95%-6.6pp | 22.50%-34.0pp | 2.77%-14.3pp |
| Employer contribution / active EE | $9,265 | $15,740-41.1% | $33,849-72.6% | $15,262-39.3% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |