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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $275,151 |
HGK1+ years Filed as: HGK ASSET MANAGAMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $190,322 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $87,776 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $79,629 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $79,510 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $54,936 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687655 99 FOUNDERS PLAZA · EAST HARTFORD, CT 06108 | Securities Custodian | $51,706 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $32,358 |
WILMINGTON TRUST1+ years Service code 19 · EIN 16-0538020 ONE MT PLAZA 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $10,885 |
TPA CORPORATION1+ years Service code 15 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Recordkeeping | $7,051 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.17% | 0.06%-1.2pp | -0.81%-0.4pp | -0.60%-0.6pp |
| Employer contribution / active EE | $18,097 | $14,206+27.4% | $38,425-52.9% | $12,272+47.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |