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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $230,307 |
Filed as: ATLANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 505 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $171,716 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $101,166 |
COHEN & STEERS2 years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $91,807 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $54,542 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $53,845 |
THE BANK OF NEW YORK MELLON2 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $51,256 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $42,803 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $36,428 |
TPA CORPORATION3+ years Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $10,983 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.63% | 13.03%-1.4pp | 10.36%+1.3pp | 23.90%-12.3pp |
| Employer contribution / active EE | $18,526 | $15,779+17.4% | $37,738-50.9% | $16,539+12.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |