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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD4+ years Service code 28 · EIN 13-3220717 | Investment Management | $315,166 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $145,284 |
Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $103,450 |
CUTWATER ASSET MANAGEMENT2 years Filed as: CUTWATER INVESTOR SERVICES Service code 28 · EIN 82-0983489 | Investment Management | $43,948 |
ROBERT CHEVERIE4+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $28,900 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,500 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $8,956 |
Service code 28 · EIN 13-2889432 | Investment Management | $8,953 |
CLARKE & SAMPSON, INC.3 years Service code 22 · EIN 54-0657005 | Insurance Broker | $5,729 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $2,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,477 | $82,546+50.8% | $140,019-11.1% | $75,289+65.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -3.97% | -0.36%-3.6pp | 651.17%-655.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $10,402 | $3,856+169.7% | $5,605+85.6% | $2,405+332.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $607 | $86+607.7% | $10,705-94.3% | $102+493.3% |