Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NYCDCC WELFARE FUND5+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $187,352 |
NEWTOWER TRUST COMPANY5+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $95,758 |
ULLICO4 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $65,930 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $63,388 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $61,634 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 27 · EIN 36-3145972 | Advisory (Plan) | $56,250 |
LSV ASSET MANAGEMENT4 years Filed as: HGK ASSET MANAGEMENT Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $42,504 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $35,248 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $35,248 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $34,016 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 2.80% | 8.57%-5.8pp | 7.87%-5.1pp | 9.29%-6.5pp |
| Employer contribution / active EE | $50,965 | $19,481+161.6% | $31,784+60.3% | $15,168+236.0% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |