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| Provider | Service type | Compensation |
|---|---|---|
NYCDCC WELFARE FUND7+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $140,664 |
NEWTOWER TRUST COMPANY7+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $112,775 |
MORGAN STANLEY SMITH BARNEY7+ 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 | $73,477 |
ULLICO6 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $71,460 |
FIRST ACTUARIAL CONSULTING, INC.7+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $64,860 |
LSV ASSET MANAGEMENT6 years Filed as: HGK ASSET MANAGEMENT Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $56,911 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $34,830 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $34,830 |
Filed as: BNY MELLON Service code 19 · EIN 13-4920330 | Securities Custodian | $30,239 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -5.85% | 13.34%-19.2pp | 0.46%-6.3pp | -5.25%-0.6pp |
| Employer contribution / active EE | $67,149 | $19,967+236.3% | $35,480+89.3% | $15,161+342.9% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |