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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT5 years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $224,011 |
BLACKROCK6+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $180,070 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $135,114 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $132,884 |
COHEN & STEERS1 year Filed as: COHEN, WIESS AND SIMON, LLP Service code 29 900 THIRD AVE · NEW YORK, NY 100224869 | Legal | $130,069 |
COHEN & STEERS6+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $85,758 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $69,297 |
THE BANK OF NEW YORK MELLON5 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $55,632 |
ANDREW MACKLE4 years Service code 14 · EIN 13-6889226 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Plan Administrator | $44,658 |
BLITMAN & KING4 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 ONE PENN PLAZA · NEW YORK, NY 101192699 | Legal | $34,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,699-100.0% | $177,827-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 87.7%-87.7pp | 73.4%-73.4pp |
| Annual return | 5.02% | 22.79%-17.8pp | 48.32%-43.3pp | 53.97%-49.0pp |
| Employer contribution / active EE | $5,630 | $4,118+36.7% | $5,918-4.9% | $2,523+123.1% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,713-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,429-100.0% | $114-100.0% |