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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD2+ years Service code 28 · EIN 13-3220717 | Investment Management | $292,061 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOC., INC. Service code 28 · EIN 13-2889432 | Investment Management | $126,138 |
EQUITY INVESTMENT CORPORATION2+ years Filed as: EQUITY INVESTMENT CORP. Service code 28 · EIN 81-3721999 | Investment Management | $106,247 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $94,977 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $55,933 |
CUTWATER ASSET MANAGEMENT2+ years Filed as: CUTWATER ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3750425 | Investment Management | $54,890 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOC., INC. Service code 11 · EIN 13-2831500 | Actuarial | $53,196 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $23,220 |
CLARKE & SAMPSON, INC.1 year Filed as: CLARKE & SAMPSON, INC Service code 22 | Insurance Broker | $5,047 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.08% | 5.13%+0.9pp | 4.74%+1.3pp | 7.18%-1.1pp |
| Employer contribution / active EE | $9,553 | $14,689-35.0% | $36,089-73.5% | $13,095-27.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |