Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $125,077 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $25,327 |
AMERICAN REALTY ADVISORS5+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $20,727 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $6,571 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 12.53% | 9.55%+3.0pp | 9.52%+3.0pp | 9.29%+3.2pp |
| Employer contribution / active EE | $49,180 | $20,722+137.3% | $41,951+17.2% | $15,168+224.2% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |