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 MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $77,512 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $64,160 |
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $57,670 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $46,234 |
SUZANNE AHEARN3+ years Service code 14 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $40,550 |
PINNACLE ASSOCIATES LTD2 years Service code 28 · EIN 13-3220717 335 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $37,839 |
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 WEST MONROE STREET SUITE 4350 · CHICAGO, IL 60606 | Investment Management | $31,765 |
Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $29,300 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Securities Custodian | $23,853 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $21,000 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.25% | 13.03%+0.2pp | 10.36%+2.9pp | 23.90%-10.6pp |
| Employer contribution / active EE | $14,801 | $15,779-6.2% | $37,738-60.8% | $16,539-10.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |