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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2889432 | Investment Management | $359,234 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $219,145 |
CONGRESS ASSET MANAGEMENT7 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $92,676 |
PINNACLE ASSOCIATES LTD8 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $84,978 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $81,050 |
LAZARD ASSET MANAGEMENT7 years Service code 28 · EIN 05-0530199 | Investment Management | $68,399 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $57,036 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $52,534 |
INSIGHT NORTH AMERICA LLC6 years Service code 28 · EIN 82-0983489 | Investment Management | $46,402 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.76% | 11.08%+4.7pp | 8.10%+7.7pp | 8.76%+7.0pp |
| Employer contribution / active EE | $8,628 | $13,910-38.0% | $28,649-69.9% | $16,664-48.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |