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| Provider | Service type | Compensation |
|---|---|---|
NYHART2 years Service code 11 · EIN 35-0966414 | Actuarial | $84,161 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $37,687 |
Filed as: GRANTHAM MAYO VAN OTERLOO & CO. LLC Service code 28 40 ROWES WHARF · BOSTON, MA 021103340 | Investment Management | $36,449 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 9.36% | 12.52%-3.2pp | 9.39%0pp | 23.90%-14.5pp |
| Employer contribution / active EE | $2,637 | $13,977-81.1% | $33,466-92.1% | $16,539-84.1% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |