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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 505 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $231,431 |
TOCQUEVILLE ASSET MANAGEMENT4+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $221,018 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $102,652 |
COHEN & STEERS3 years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $60,225 |
THE BANK OF NEW YORK MELLON3 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $57,887 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $53,641 |
STACEY BRAUN ASSOCIATES, INC.4+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $48,296 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $34,920 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 150 CLOVE ROAD · LITTLE FALLS, NJ 07424 | Actuarial | $32,081 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.45% | -0.94%-3.5pp | -2.18%-2.3pp | 33.37%-37.8pp |
| Employer contribution / active EE | $17,685 | $12,464+41.9% | $38,751-54.4% | $11,253+57.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |