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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 ONE NY PLAZA 36TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $247,069 |
BLET GENERAL COMM. OF ADJUSTMENT6+ years Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $157,142 |
COHEN & STEERS4 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $69,824 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,500 |
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 101 PARK AVE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $42,354 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $34,500 |
LOOMIS SAYLES5 years Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $31,925 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD Service code 28 30 ROCKEFELLAR PLAZA · NEW YORK, NY 10112 | Investment Management | $27,696 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE SUITE 700 · NEW YORK, NY 10016 | Accounting | $25,000 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 1299 OCEAN AVE SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $19,871 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 8.86% | 9.58%-0.7pp | 9.52%-0.7pp | 11.45%-2.6pp |
| Employer contribution / active EE | $6,321 | $21,155-70.1% | $41,951-84.9% | $17,219-63.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |