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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $89,386 |
PINNACLE ASSOCIATES LTD1 year Service code 28 · EIN 13-3220717 335 MADISON AVENUE SUITE 1100 · NEW YORK, NY 10017 | Investment Management | $57,522 |
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $55,800 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $52,475 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $44,554 |
SUZANNE AHEARN2+ years Service code 14 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $39,384 |
Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $28,100 |
Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 99 FOUNDERS PLAZA · EAST HARTFORD, MA 06108 | Securities Custodian | $21,899 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $21,000 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.61% | 5.13%+0.5pp | 4.74%+0.9pp | 7.18%-1.6pp |
| Employer contribution / active EE | $12,247 | $14,689-16.6% | $36,089-66.1% | $13,095-6.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |