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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT5+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $234,504 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 505 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $232,491 |
LSV ASSET MANAGEMENT4 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $111,979 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 150 CLOVE ROAD · LITTLE FALLS, NJ 07424 | Actuarial | $73,151 |
THE BANK OF NEW YORK MELLON4 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Securities Custodian | $61,043 |
COHEN & STEERS4 years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $60,018 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $54,534 |
STACEY BRAUN ASSOCIATES, INC.5+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $53,965 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $33,088 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $8,600 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.21% | 14.29%+4.9pp | 14.64%+4.6pp | 21.83%-2.6pp |
| Employer contribution / active EE | $16,223 | $12,083+34.3% | $41,831-61.2% | $12,237+32.6% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |