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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD2 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $288,139 |
Service code 28 · EIN 13-2889432 | Investment Management | $162,298 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $122,554 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $78,980 |
Service code 28 · EIN 81-3721999 | Investment Management | $58,155 |
CUTWATER ASSET MANAGEMENT2 years Filed as: CUTWATER INVESTOR SERVICES Service code 28 · EIN 82-0983489 | Investment Management | $55,229 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $53,196 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 05-0530199 | Investment Management | $52,917 |
Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $39,823 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,000 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.14% | -1.12%-4.0pp | -2.18%-3.0pp | 0.19%-5.3pp |
| Employer contribution / active EE | $9,952 | $12,052-17.4% | $38,751-74.3% | $13,763-27.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |