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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $158,811 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $144,473 |
TOCQUEVILLE ASSET MANAGEMENT4+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 27 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Advisory (Plan) | $114,227 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $97,961 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 12 GILL STREET · WOBURN, MA 01801 | Bank Trustee | $60,161 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD - SUITE 202 · MELVILLE, NY 11747 | Accounting | $46,097 |
ANNALISA DEFALCO4+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $45,711 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $45,275 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PKWY · ST PETERSBURG, IL 33716 | Investment Management | $44,167 |
JAMES A. REICHERT4+ years Filed as: JAMES CORNELL Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Direct payment from the plan; Employe... | $30,283 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,776-100.0% | $162,185-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | 5.37% | 37.03%-31.7pp | 115.61%-110.2pp | 32.58%-27.2pp |
| Employer contribution / active EE | $4,304 | $3,874+11.1% | $5,613-23.3% | $2,504+71.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,844-100.0% | $100-100.0% |