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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $154,096 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $113,438 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $96,338 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $80,206 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1801 E 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $79,878 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $46,977 |
ANNALISA DEFALCO1+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11551 | Plan Administrator | $44,145 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $42,737 |
JAMES A. REICHERT1+ years Filed as: JAMES CORNELL Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11551 | Direct payment from the plan; Employe... | $29,275 |
Filed as: ROBIN SHERMAN Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11551 | Direct payment from the plan; Employe... | $27,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,544 | $80,354-25.9% | $133,975-55.6% | $63,975-6.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 1.08% | 13.11%-12.0pp | 29.29%-28.2pp | 48.65%-47.6pp |
| Employer contribution / active EE | $3,467 | $3,503-1.1% | $5,211-33.5% | $2,182+58.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $336 | $69+384.2% | $9,324-96.4% | $70+376.4% |