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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $205,218 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $94,585 |
COHEN & STEERS2+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $87,270 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $59,843 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $56,471 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $51,557 |
Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $32,214 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $16,374 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $8,600 |
TPA CORPORATION1 year Filed as: TPA COMPUTER CORP Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $7,653 |
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 | $56,861 | $80,354-29.2% | $133,975-57.6% | $63,975-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 4.00% | 13.11%-9.1pp | 29.29%-25.3pp | 48.65%-44.7pp |
| Employer contribution / active EE | $5,909 | $3,503+68.7% | $5,211+13.4% | $2,182+170.8% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $373 | $69+437.8% | $9,324-96.0% | $70+429.2% |