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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $235,930 |
Service code 28 · EIN 13-2889432 | Investment Management | $154,846 |
INSIGHT NORTH AMERICA LLC5 years Service code 28 · EIN 82-0983489 | Investment Management | $129,760 |
PINNACLE ASSOCIATES LTD4 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $120,627 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $85,600 |
CONGRESS ASSET MANAGEMENT5 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $76,119 |
ROBERT CHEVERIE3 years Filed as: ROBERT M. CHEVERIE & ASSOC. , P.C. Service code 29 · EIN 06-1335139 | Legal | $27,600 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,500 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 | Investment Management | $17,091 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $9,602 |
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 | $148,252 | $93,010+59.4% | $96,515+53.6% | $74,460+99.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.42% | 37.50%-27.1pp | 35.73%-25.3pp | 34.38%-24.0pp |
| Employer contribution / active EE | $12,438 | $3,427+262.9% | $3,740+232.6% | $2,638+371.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $708 | $633+11.8% | $6,735-89.5% | $348+103.6% |