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| Provider | Service type | Compensation |
|---|---|---|
NYCDCC WELFARE FUND10+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $152,318 |
NEWTOWER TRUST COMPANY10+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $96,025 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,000 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $62,522 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $60,700 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $42,496 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 | Investment Management | $40,732 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $30,000 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 35-2679129 | Investment Management | $29,506 |
Filed as: ARCHER, BYINGTON, GLENNON, & LENNON Service code 29 · EIN 26-0873462 | Legal | $24,000 |
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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 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 1.71% | 8.95%-7.2pp | 7.44%-5.7pp | 9.01%-7.3pp |
| Employer contribution / active EE | $103,181 | $26,499+289.4% | $30,790+235.1% | $12,866+701.9% |
| Participant deferral / active EE | $0 | $2,525-100.0% | $640-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |