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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ 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 | $371,650 |
BLET GENERAL COMM. OF ADJUSTMENT4+ years Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $89,399 |
GCA BLE DIV 269 WELFARE FUND3 years Service code 50 · EIN 51-0247782 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $47,506 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 101 PARK AVE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $44,081 |
LOOMIS SAYLES3 years Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $39,754 |
WHITESTAR ADVISORS, LLC1 year Service code 27 902 CLINT MOORE ROAD SUITE 104 · BOCA RATON, FL 33487 | Advisory (Plan) | $35,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $34,500 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $32,617 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 28 30 ROCKEFELLAR PLAZA · NEW YORK, NY 10112 | Investment Management | $29,330 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $25,000 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -7.65% | -1.12%-6.5pp | -2.18%-5.5pp | 0.19%-7.8pp |
| Employer contribution / active EE | $6,193 | $12,052-48.6% | $38,751-84.0% | $13,763-55.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |