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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $181,773 |
TOCQUEVILLE ASSET MANAGEMENT4+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $145,901 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $71,332 |
STACEY BRAUN ASSOCIATES, INC.4+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $59,146 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $56,517 |
THE BANK OF NEW YORK MELLON3 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $39,740 |
COHEN & STEERS4+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $37,885 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $20,196 |
TPA CORPORATION3 years Filed as: TPA COMPUTER CORP Service code 16 · EIN 13-3329882 531 ROUTE 52 · CARMEL, NY 10512 | Consulting | $9,980 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,087 | $82,546-19.9% | $140,019-52.8% | $75,289-12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.17% | -0.36%-3.8pp | 651.17%-655.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $6,583 | $3,856+70.7% | $5,605+17.4% | $2,405+173.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $395 | $86+360.9% | $10,705-96.3% | $102+286.4% |