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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $246,300 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $208,496 |
LORD ABBETT9 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $177,795 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $140,347 |
BLACKROCK4 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 | $113,421 |
BLITMAN & KING8 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET, SUITE 300 · SYRACUSE, NY 13204 | Legal | $88,273 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $64,443 |
THE BANK OF NEW YORK MELLON4 years Filed as: M&T BANK INST'L RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14202 | Securities Custodian | $61,923 |
BRENDA ARRIOLA4 years Filed as: BRENDA GALEA-RITCH Service code 14 · EIN 13-6889226 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Plan Administrator | $35,808 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $35,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,533 | $81,301+72.9% | $76,119+84.6% | $199,960-29.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 13.86% | 16.31%-2.4pp | 361.25%-347.4pp | 34.28%-20.4pp |
| Employer contribution / active EE | $11,815 | $3,352+252.5% | $2,693+338.8% | $3,036+289.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $839 | $145+478.6% | $6,421-86.9% | $269+211.7% |