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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 27 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $89,397 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $56,204 |
POZEFSKY, BRAMLEY & MURPHY5+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $48,860 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 1384 OLD FREEPORT ROAD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Management | $38,287 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $32,000 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $23,346 |
COHEN & STEERS4 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $23,018 |
NEUBERGER BERMAN4 years Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $17,618 |
JOSEPH W. MCCARTHY & ASSOCIATES5+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $17,184 |
D'ARCANGELO & CO., LLP5+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,400 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 5.59% | 6.41%-0.8pp | 8.01%-2.4pp | 11.45%-5.9pp |
| Employer contribution / active EE | $15,379 | $11,592+32.7% | $29,476-47.8% | $17,219-10.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |