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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD1 year Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $313,333 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOC., INC. Service code 28 · EIN 13-2889432 | Investment Management | $148,257 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $114,830 |
Service code 28 · EIN 81-3721999 | Investment Management | $104,862 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $96,386 |
Filed as: BASIL CASTROVINCI ASSOC. INC. Service code 11 · EIN 13-2831500 | Actuarial | $53,196 |
Filed as: CUTWATER INVESTOR SERVICES Service code 28 · EIN 13-3594521 | Investment Management | $37,041 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,500 |
ROBERT CHEVERIE3+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $23,220 |
CUTWATER ASSET MANAGEMENT3+ years Filed as: CUTWATER ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3750425 | Investment Management | $18,247 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.49% | 13.03%-1.5pp | 10.36%+1.1pp | 23.90%-12.4pp |
| Employer contribution / active EE | $8,846 | $15,779-43.9% | $37,738-76.6% | $16,539-46.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |