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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $154,804 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $145,597 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $71,252 |
COHEN & STEERS3+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $69,387 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $59,241 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $55,465 |
THE BANK OF NEW YORK MELLON2 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $36,362 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD STE 202 · MELVILLE, NY 11747 | Accounting | $22,954 |
TPA CORPORATION2 years Filed as: TPA COMPUTER CORP Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $15,715 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $8,600 |
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 | $69,264 | $89,274-22.4% | $149,721-53.7% | $77,958-11.2% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 10.31% | 20.36%-10.1pp | 1501.67%-1491.4pp | 20.87%-10.6pp |
| Employer contribution / active EE | $5,673 | $3,727+52.2% | $5,444+4.2% | $2,310+145.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $407 | $240+69.6% | $11,282-96.4% | $97+317.7% |