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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $181,423 |
TOCQUEVILLE ASSET MANAGEMENT6+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $166,410 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $79,863 |
STACEY BRAUN ASSOCIATES, INC.6+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $69,067 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $65,857 |
THE BANK OF NEW YORK MELLON5 years Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Securities Custodian | $43,351 |
COHEN & STEERS6+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $39,060 |
CHRISTINE COSTA2 years Service code 14 · EIN 13-1737041 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $27,023 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $18,230 |
TPA CORPORATION6+ years Service code 16 · EIN 13-3329882 PO BOX 433 · CARMEL, NY 10512 | Consulting | $11,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $110,699-100.0% | $177,848-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 87.7%-87.7pp | 73.4%-73.4pp |
| Annual return | 8.90% | 22.79%-13.9pp | 48.33%-39.4pp | 53.97%-45.1pp |
| Employer contribution / active EE | $5,974 | $4,118+45.1% | $5,919+0.9% | $2,523+136.8% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,431-100.0% | $114-100.0% |