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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD3 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $286,038 |
Service code 28 · EIN 13-2889432 | Investment Management | $194,889 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $133,039 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $69,130 |
Service code 28 · EIN 82-0983489 | Investment Management | $61,171 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $53,939 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $53,196 |
CONGRESS ASSET MANAGEMENT2 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $46,400 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,000 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $23,220 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 20.25% | 10.27%+10.0pp | 10.56%+9.7pp | 53.27%-33.0pp |
| Employer contribution / active EE | $8,991 | $12,273-26.7% | $30,199-70.2% | $14,774-39.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |