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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $177,555 |
Service code 28 · EIN 13-2889432 | Investment Management | $153,302 |
INSIGHT NORTH AMERICA LLC4 years Service code 28 · EIN 82-0983489 | Investment Management | $147,006 |
PINNACLE ASSOCIATES LTD3 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $121,055 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $83,107 |
Filed as: CONGRESS ASSET MANAGEMENT COMAPNY Service code 28 · EIN 04-2848965 | Investment Management | $70,581 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $28,419 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOC. , P.C. Service code 29 · EIN 06-1335139 | Legal | $25,140 |
WELLS FARGO BANK, N.A.8+ 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 |
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 | $133,973 | $106,236+26.1% | $112,249+19.4% | $64,819+106.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.80% | -6.02%-6.8pp | 27.48%-40.3pp | 32.84%-45.6pp |
| Employer contribution / active EE | $11,073 | $3,166+249.7% | $3,636+204.5% | $2,507+341.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $669 | $452+48.1% | $6,412-89.6% | $188+256.1% |