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| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT3+ 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 | $117,337 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $112,727 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $103,801 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $95,194 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD - SUITE 202 · MELVILLE, NY 11747 | Accounting | $49,613 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $45,655 |
ANNALISA DEFALCO3+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $44,415 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PKWY · ST PETERSBURG, IL 33716 | Investment Management | $41,833 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $34,509 |
JAMES A. REICHERT3+ years Filed as: JAMES CORNELL Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Employee (plan); Direct payment from ... | $29,303 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 6.20% | -0.36%+6.6pp | 651.19%-645.0pp | -0.04%+6.2pp |
| Employer contribution / active EE | $4,009 | $3,856+4.0% | $5,605-28.5% | $2,405+66.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |