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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2889432 | Investment Management | $287,233 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $150,266 |
PINNACLE ASSOCIATES LTD7 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $94,772 |
CONGRESS ASSET MANAGEMENT6 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $90,960 |
INSIGHT NORTH AMERICA LLC5 years Service code 28 · EIN 82-0983489 | Investment Management | $80,114 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $73,200 |
LAZARD ASSET MANAGEMENT6 years Service code 28 · EIN 05-0530199 | Investment Management | $70,946 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $57,036 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,000 |
ROBERT CHEVERIE9+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $30,000 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 15.73% | 7.15%+8.6pp | 20.18%-4.5pp | 37.77%-22.0pp |
| Employer contribution / active EE | $9,586 | $13,270-27.8% | $29,108-67.1% | $15,798-39.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |