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| Provider | Service type | Compensation |
|---|---|---|
NYCDCC WELFARE FUND4+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $182,745 |
NEWTOWER TRUST COMPANY4+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $99,173 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,000 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $62,638 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $61,088 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $59,500 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $44,382 |
CAMBIAR INVESTORS LLC4+ years Service code 28 · EIN 84-1596610 | Investment Management | $42,440 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $34,248 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $34,248 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 3.24% | 12.03%-8.8pp | 12.93%-9.7pp | 13.59%-10.3pp |
| Employer contribution / active EE | $46,405 | $19,417+139.0% | $35,210+31.8% | $14,592+218.0% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |