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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT2 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $194,628 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $174,383 |
BLACKROCK3+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $172,095 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $94,829 |
COHEN & STEERS3+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $88,650 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $68,545 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $62,750 |
THE BANK OF NEW YORK MELLON2 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $52,217 |
ANDREW MACKLE1 year Service code 14 · EIN 13-6889226 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Plan Administrator | $31,576 |
TRIVELLA & FORTE LLP3+ years Service code 29 · EIN 13-4070172 1311 MAMARONECK AVENUE · WHITE PLAINS, NY 10605 | Legal | $29,742 |
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 | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 10.18% | 20.36%-10.2pp | 1501.67%-1491.5pp | 20.87%-10.7pp |
| Employer contribution / active EE | $4,885 | $3,727+31.1% | $5,444-10.3% | $2,310+111.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |