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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $184,130 |
TOCQUEVILLE ASSET MANAGEMENT5+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $153,582 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $76,933 |
STACEY BRAUN ASSOCIATES, INC.5+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $63,992 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $57,353 |
THE BANK OF NEW YORK MELLON4 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Securities Custodian | $41,071 |
COHEN & STEERS5+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $34,875 |
CHRISTINE COSTA1 year Service code 14 · EIN 13-1737041 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $25,748 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $17,739 |
TPA CORPORATION5+ years Service code 16 · EIN 13-3329882 PO BOX 433 · CARMEL, NY 10512 | Consulting | $9,741 |
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 | $80,372 | $95,776-16.1% | $162,185-50.4% | $77,775+3.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 16.85% | 37.03%-20.2pp | 115.61%-98.8pp | 32.58%-15.7pp |
| Employer contribution / active EE | $6,734 | $3,874+73.8% | $5,613+20.0% | $2,504+168.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $417 | $88+375.3% | $10,844-96.2% | $100+316.4% |