Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $35,812 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $34,240 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $23,484 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $18,242 |
AMERICAN REALTY ADVISORS1+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $13,992 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 7.34% | 5.68%+1.7pp | 4.74%+2.6pp | 4.56%+2.8pp |
| Employer contribution / active EE | $6,810 | $16,243-58.1% | $36,089-81.1% | $15,526-56.1% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |