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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $256,855 |
LORD ABBETT1 year Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $207,516 |
FRANKLIN TEMPLETON9 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $193,297 |
GLOBAL TRUST COMPANY4 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $140,153 |
BLACKROCK5 years Filed as: BLACKROCK C/O THE CHRYS GROUP AT ML Service code 28 · EIN 32-0174431 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $114,624 |
BLITMAN & KING9 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET, SUITE 300 · SYRACUSE, NY 13204 | Legal | $86,432 |
THE BANK OF NEW YORK MELLON5 years Filed as: M&T BANK INST'L RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14203 | Securities Custodian | $73,598 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $71,135 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $60,989 |
BRENDA ARRIOLA5 years Filed as: BRENDA GALEA-RITCH Service code 14 · EIN 13-6889226 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Plan Administrator | $40,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,123 | $51,092+174.3% | $76,735+82.6% | $79,634+76.0% |
| Participation rate | 100.0% | 50.2%+49.8pp | 69.5%+30.5pp | 62.5%+37.5pp |
| Annual return | 6.74% | 18.04%-11.3pp | 29.77%-23.0pp | 36.46%-29.7pp |
| Employer contribution / active EE | $13,555 | $1,519+792.6% | $2,454+452.3% | $2,529+436.0% |
| Participant deferral / active EE | $0 | $2,529-100.0% | $4,088-100.0% | $3,835-100.0% |
| Admin fee / account holder | $875 | $1,865-53.1% | $7,189-87.8% | $1,002-12.7% |