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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD2+ years Service code 28 · EIN 13-3220717 | Investment Management | $364,905 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $100,793 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $66,679 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $25,375 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,000 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI & ASSOC., INC Service code 11 · EIN 13-2831500 | Actuarial | $8,956 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $5,712 |
CLARKE & SAMPSON, INC.1 year Service code 22 · EIN 54-0657005 | Insurance Broker | $5,093 |
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 | $134,061 | $71,802+86.7% | $133,975+0.1% | $57,658+132.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 5.81% | 13.51%-7.7pp | 29.29%-23.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $11,099 | $3,161+251.1% | $5,211+113.0% | $1,974+462.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $557 | $88+534.9% | $9,324-94.0% | $95+488.8% |