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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD5+ years Service code 28 · EIN 13-3220717 | Investment Management | $288,362 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $162,306 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $72,900 |
Service code 28 · EIN 13-2889432 | Investment Management | $71,791 |
Service code 28 · EIN 82-0983489 | Investment Management | $66,683 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $25,140 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,500 |
Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $13,541 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $8,956 |
CLARKE & SAMPSON, INC.4 years Service code 22 | Insurance Broker | $5,691 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,806 | $66,601+108.4% | $92,909+49.4% | $67,579+105.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 14.60% | 92.58%-78.0pp | 109.44%-94.8pp | 378.56%-364.0pp |
| Employer contribution / active EE | $10,132 | $2,775+265.1% | $3,653+177.3% | $2,148+371.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $574 | $199+188.4% | $5,795-90.1% | $142+303.1% |