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 BARNEY5+ 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 | $261,503 |
BLET GENERAL COMM. OF ADJUSTMENT5+ years Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $101,599 |
GCA BLE DIV 269 WELFARE FUND4 years Service code 50 · EIN 51-0247782 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $58,033 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $42,658 |
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 101 PARK AVE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $40,388 |
LOOMIS SAYLES4 years Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $35,168 |
COHEN & STEERS3 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $32,459 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $28,000 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD Service code 28 30 ROCKEFELLAR PLAZA · NEW YORK, NY 10112 | Investment Management | $26,383 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 1299 OCEAN AVE SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $18,555 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 20.83% | 33.70%-12.9pp | 14.64%+6.2pp | 53.27%-32.4pp |
| Employer contribution / active EE | $6,269 | $14,473-56.7% | $41,831-85.0% | $14,774-57.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |