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 |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 100126300 | Investment Management | $98,153 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $66,304 |
PINNACLE ASSOCIATES LTD1+ years Filed as: PINNACLE ASSOCIATES Service code 28 · EIN 13-3220717 335 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $59,316 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $57,320 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $47,064 |
SUZANNE AHEARN1+ years Service code 14 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $39,384 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $27,600 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $23,474 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA N.A Service code 19 · EIN 94-1687665 100 FEDERAL STREET · BOSTON, MA 02110 | Securities Custodian | $23,091 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.72% | 0.06%-2.8pp | -0.81%-1.9pp | -0.60%-2.1pp |
| Employer contribution / active EE | $12,197 | $14,206-14.1% | $38,425-68.3% | $12,272-0.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |