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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $57,753 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $52,311 |
POZEFSKY, BRAMLEY & MURPHY2+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $41,103 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $40,532 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $30,884 |
NEUBERGER BERMAN1 year Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $21,257 |
COHEN & STEERS1 year Service code 28 280 PARK AVE, 10 · NEW YORK, NY 10017 | Investment Management | $18,503 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $16,765 |
D'ARCANGELO & CO., LLP2+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,100 |
HUGH JOHNSON ADVISORS1 year Filed as: HUGH JOHNSON ADVISORS, LLC Service code 28 · EIN 43-2063831 80 STATE STREET · ALBANY, NY 12207 | Investment Management | $12,503 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.47% | 11.78%-1.3pp | 8.32%+2.2pp | 23.90%-13.4pp |
| Employer contribution / active EE | $15,637 | $11,309+38.3% | $30,793-49.2% | $16,539-5.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |