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 |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $120,000 |
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $111,990 |
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $107,275 |
BOSTON PARTNERS6 years Filed as: BOSTON PARTNERS GLOBAL INVEST, INC. Service code 28 · EIN 98-0202744 ONE GRAND CENTRAL PL · NEW YORK, NY 10165 | Investment Management | $96,644 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $61,183 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $58,185 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $40,000 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $32,104 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $30,000 |
IRINA HONCZARENKO1 year Service code 30 · EIN 13-6186984 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $29,346 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 14.01% | 7.15%+6.9pp | 20.18%-6.2pp | 37.74%-23.7pp |
| Employer contribution / active EE | $13,213 | $13,270-0.4% | $29,108-54.6% | $15,788-16.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |