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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $298,567 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $107,790 |
COHEN & STEERS1 year Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $99,065 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $59,145 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $52,606 |
Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $47,100 |
Filed as: ATLANTA SOSNOFF Service code 28 · EIN 20-0461050 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $45,566 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444243 177 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $42,568 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $35,768 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $30,628 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.85% | 5.13%-2.3pp | 4.74%-1.9pp | 7.18%-4.3pp |
| Employer contribution / active EE | $19,370 | $14,689+31.9% | $36,089-46.3% | $13,095+47.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |