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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 | $161,785 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $112,207 |
BOYD WATTERSON ASSET MANAGEMENT2+ 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 | $108,252 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $92,223 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD - SUITE 202 · MELVILLE, NY 11747 | Accounting | $48,597 |
ANNALISA DEFALCO2+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $46,244 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $44,782 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $42,737 |
JAMES A. REICHERT2+ years Filed as: JAMES CORNELL Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Direct payment from the plan; Employe... | $30,543 |
Filed as: ROBIN SHERMAN Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Direct payment from the plan; Employe... | $28,631 |
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 | $62,383 | $89,274-30.1% | $149,721-58.3% | $77,958-20.0% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 6.42% | 20.36%-13.9pp | 1501.67%-1495.2pp | 20.87%-14.4pp |
| Employer contribution / active EE | $3,628 | $3,727-2.6% | $5,444-33.4% | $2,310+57.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $334 | $240+39.3% | $11,282-97.0% | $97+243.1% |