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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD1+ years Service code 28 · EIN 13-3220717 | Investment Management | $360,026 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $96,594 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $66,250 |
ROBERT CHEVERIE1+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $28,315 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,000 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI & ASSOC., INC Service code 11 · EIN 13-2831500 | Actuarial | $13,619 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,979 | $68,413+98.8% | $123,105+10.5% | $55,191+146.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.63% | 6.30%-7.9pp | 13.22%-14.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $11,029 | $3,050+261.6% | $5,151+114.1% | $1,899+480.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $586 | $88+567.8% | $9,014-93.5% | $91+546.0% |