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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $184,588 |
Service code 28 · EIN 13-2889432 | Investment Management | $176,157 |
INSIGHT NORTH AMERICA LLC3 years Service code 28 · EIN 82-0983489 | Investment Management | $162,066 |
PINNACLE ASSOCIATES LTD2 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $133,370 |
CONGRESS ASSET MANAGEMENT3 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $86,326 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $78,880 |
ROBERT CHEVERIE1 year Filed as: ROBERT M. CHEVERIE & ASSOC. , P.C. Service code 29 · EIN 06-1335139 | Legal | $25,140 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,500 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 05-0530199 | Investment Management | $18,230 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $8,956 |
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 | $159,339 | $78,275+103.6% | $109,163+46.0% | $86,813+83.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 8.44% | 19.14%-10.7pp | 25.75%-17.3pp | 97.93%-89.5pp |
| Employer contribution / active EE | $9,845 | $3,105+217.1% | $3,723+164.5% | $2,406+309.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $702 | $198+253.6% | $6,754-89.6% | $170+313.9% |