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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD1 year Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $199,716 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $170,949 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 · EIN 82-0983489 | Investment Management | $122,479 |
Service code 28 · EIN 13-2889432 | Investment Management | $122,048 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $77,890 |
CONGRESS ASSET MANAGEMENT2 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $56,391 |
ROBERT CHEVERIE6+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $25,140 |
WELLS FARGO BANK, N.A.6+ 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 |
TPA CORPORATION1 year Filed as: TPA COMPUTER CORP. Service code 16 · EIN 13-3329882 | Consulting | $5,764 |
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 | $149,211 | $91,517+63.0% | $101,275+47.3% | $73,412+103.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.16% | 17.17%-8.0pp | 46.48%-37.3pp | 59.30%-50.1pp |
| Employer contribution / active EE | $10,371 | $2,877+260.5% | $3,660+183.4% | $2,234+364.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $643 | $216+197.8% | $5,948-89.2% | $158+307.2% |