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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 | $64,609 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 27 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $55,039 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 1384 OLD FREEPORT ROAD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Management | $46,987 |
POZEFSKY, BRAMLEY & MURPHY6+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $44,110 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $42,846 |
BOLTON PARTNERS, INC.6+ 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 |
NEUBERGER BERMAN5 years Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $22,785 |
COHEN & STEERS5 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $21,833 |
JOSEPH W. MCCARTHY & ASSOCIATES6+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $18,299 |
D'ARCANGELO & CO., LLP6+ 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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 23.92% | 24.46%-0.5pp | 11.08%+12.8pp | 13.24%+10.7pp |
| Employer contribution / active EE | $19,624 | $11,981+63.8% | $28,418-30.9% | $14,616+34.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |