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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $226,747 |
FRANKLIN TEMPLETON7 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $169,080 |
BLITMAN & KING7 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET, SUITE 300 · SYRACUSE, NY 13204 | Legal | $145,213 |
GLOBAL TRUST COMPANY2 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $140,250 |
LORD ABBETT8 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $128,055 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $99,627 |
BLACKROCK3 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 | $84,650 |
BOLTON PARTNERS, INC.8 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $79,600 |
VINCENT LOMBARDI8 years Filed as: VINCENT FEDELE Service code 30 · EIN 13-6123973 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $73,411 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD, 3RD FLOOR · WOODBURY, NY 11797 | Accounting | $63,659 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 13.32% | 724.96%-711.6pp | 78.62%-65.3pp | 37.77%-24.4pp |
| Employer contribution / active EE | $9,661 | $14,638-34.0% | $31,646-69.5% | $15,798-38.8% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |