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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $158,827 |
POZEFSKY, BRAMLEY & MURPHY1+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $41,850 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $35,364 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $33,726 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,600 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $15,531 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -13.07% | 3.49%-16.6pp | 4.16%-17.2pp | 7.18%-20.2pp |
| Employer contribution / active EE | $17,362 | $11,083+56.7% | $29,966-42.1% | $13,095+32.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |