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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF8+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 27 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $137,677 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $67,787 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS & LANDRY, LLC Service code 29 225 FRIEND STREET 503 · BOSTON, MA 02114 | Legal | $40,000 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $35,334 |
JOSEPH W. MCCARTHY & ASSOCIATES8+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $18,772 |
D'ARCANGELO & CO., LLP8+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $16,500 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -0.63% | 7.15%-7.8pp | 20.18%-20.8pp | 37.74%-38.4pp |
| Employer contribution / active EE | $19,454 | $13,270+46.6% | $29,108-33.2% | $15,788+23.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |