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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ 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 | $374,590 |
BLET GENERAL COMM. OF ADJUSTMENT3+ years Service code 50 · EIN 11-2073596 330 MOTOR PARKWAY STE 307 · HAUPPAUGE, NY 11788 | Direct Payment | $52,704 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 101 PARK AVE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $39,259 |
LOOMIS SAYLES2 years Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $38,652 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $34,500 |
GCA BLE DIV 269 WELFARE FUND2 years Service code 50 · EIN 51-0247782 330 MOTOR PARKWAY STE 307 · HAUPPAUGE, NY 11788 | Direct Payment | $27,703 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 28 30 ROCKEFELLAR PLAZA · NEW YORK, NY 10112 | Investment Management | $25,890 |
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON, LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $22,864 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ 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 FUNDS2 years Filed as: PIMCO Service code 28 1299 OCEAN AVE SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $21,606 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.05% | 13.03%+4.0pp | 10.36%+6.7pp | 23.90%-6.8pp |
| Employer contribution / active EE | $5,807 | $15,779-63.2% | $37,738-84.6% | $16,539-64.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |