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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 | $197,497 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 27 · EIN 20-0461050 505 FIFTH AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $72,135 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $64,114 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 1384 OLD FREEPORT ROAD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Management | $59,711 |
POZEFSKY, BRAMLEY & MURPHY4+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $45,860 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $31,349 |
NEUBERGER BERMAN3 years Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $31,093 |
COHEN & STEERS3 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $28,170 |
D'ARCANGELO & CO., LLP4+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $14,935 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.01% | 10.27%-8.3pp | 10.56%-8.6pp | 53.27%-51.3pp |
| Employer contribution / active EE | $18,963 | $12,273+54.5% | $30,197-37.2% | $14,774+28.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |