Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 ONE NY PLAZA 36TH FLOOR · NEW YORK, NY 10004 | Securities Custodian | $345,672 |
BLET GENERAL COMM. OF ADJUSTMENT2+ years Service code 50 · EIN 11-2073596 330 MOTOR PARKWAY STE 307 · HAUPPAUGE, NY 11788 | Direct Payment | $51,689 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 101 PARK AVE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $46,818 |
LOOMIS SAYLES1 year Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $37,891 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $34,500 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 28 30 ROCKEFELLAR PLAZA · NEW YORK, NY 10112 | Investment Management | $30,421 |
Service code 50 · EIN 51-0247782 330 MOTOR PARKWAY STE 307 · HAUPPAUGE, NY 11788 | Direct Payment | $23,661 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $22,500 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 1299 OCEAN AVE SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $21,430 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $20,522 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 3.25% | 5.13%-1.9pp | 4.74%-1.5pp | 7.18%-3.9pp |
| Employer contribution / active EE | $6,073 | $14,689-58.7% | $36,089-83.2% | $13,095-53.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |