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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT3 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $220,606 |
BLACKROCK4+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $198,936 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $183,776 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $110,088 |
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $98,772 |
COHEN & STEERS4+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $76,805 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $69,959 |
THE BANK OF NEW YORK MELLON3 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $54,616 |
ANDREW MACKLE2 years Service code 14 · EIN 13-6889226 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Plan Administrator | $33,115 |
TPA CORPORATION2 years Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $17,539 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 0.00% | -0.36%+0.4pp | 651.15%-651.2pp | -0.04%0pp |
| Employer contribution / active EE | $5,441 | $3,856+41.1% | $5,605-2.9% | $2,405+126.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |