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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 377 BROADWAY 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $142,720 |
BOSTON PARTNERS8 years Filed as: BOSTON PARTNERS GLOBAL INVEST, INC. Service code 28 · EIN 98-0202744 ONE GRAND CENTRAL PL · NEW YORK, NY 10165 | Investment Management | $95,145 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 14 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Plan Administrator | $75,221 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $72,026 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $67,698 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $62,478 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $51,000 |
IRINA HONCZARENKO3 years Service code 30 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $40,105 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $40,000 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $33,000 |
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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 11.15% | 13.02%-1.9pp | 9.57%+1.6pp | 9.16%+2.0pp |
| Employer contribution / active EE | $19,199 | $13,807+39.1% | $26,706-28.1% | $19,955-3.8% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |