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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT6+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $255,579 |
Filed as: ATLANTA SOSNOFF CAPITAL, LLC. Service code 28 · EIN 06-1444342 C/O WRIGHT INVESTORS SERVICE INC · SHELTON, CT 06484 | Investment Management | $226,373 |
LSV ASSET MANAGEMENT5 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $134,150 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 150 CLOVE ROAD · LITTLE FALLS, NJ 07424 | Actuarial | $84,045 |
THE BANK OF NEW YORK MELLON5 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Securities Custodian | $69,725 |
COHEN & STEERS5 years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $66,952 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $62,453 |
STACEY BRAUN ASSOCIATES, INC.6+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $59,224 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $33,442 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.38% | 9.48%+2.9pp | 9.52%+2.9pp | 12.86%-0.5pp |
| Employer contribution / active EE | $15,763 | $12,808+23.1% | $41,951-62.4% | $13,687+15.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |