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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $87,436 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVEST, INC. Service code 28 · EIN 98-0202744 ONE GRAND CENTRAL PLACE 60 EAST 42 · NEW YORK, NY 10165 | Investment Management | $65,648 |
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $62,403 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $51,500 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $42,823 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $40,000 |
Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $30,000 |
Filed as: MICHAEL SCHWADRON Service code 30 · EIN 13-1777458 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $26,638 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $22,200 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Securities Custodian | $21,132 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.66% | 33.70%-15.0pp | 14.64%+4.0pp | 53.27%-34.6pp |
| Employer contribution / active EE | $16,152 | $14,473+11.6% | $41,831-61.4% | $14,774+9.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |