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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2889432 | Investment Management | $271,845 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $142,913 |
PINNACLE ASSOCIATES LTD6 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $105,703 |
INSIGHT NORTH AMERICA LLC4 years Service code 28 · EIN 82-0983489 | Investment Management | $92,059 |
CONGRESS ASSET MANAGEMENT5 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $84,062 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $71,333 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 05-0530199 | Investment Management | $71,028 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $53,196 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,000 |
ROBERT CHEVERIE8+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $23,220 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -17.11% | -8.26%-8.8pp | -5.85%-11.3pp | 2.78%-19.9pp |
| Employer contribution / active EE | $8,224 | $12,543-34.4% | $31,839-74.2% | $15,276-46.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |