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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT7+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET 19TH FLOOR · NEW YORK, NY 10019 | Investment Management | $158,556 |
Filed as: BOSTON PARTNERS C/O MERRILL LYNCH Service code 28 · EIN 98-0202744 1 BEACON STREET, 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $129,910 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 200 · JERSEY CITY, NJ 07310 | Investment Management | $94,317 |
STACEY BRAUN ASSOCIATES, INC.7+ years Service code 28 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $79,208 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $59,161 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $48,642 |
Filed as: M&T BANK INST'L RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14202 | Securities Custodian | $48,141 |
CHRISTINE COSTA3 years Service code 14 · EIN 13-3344192 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $27,314 |
Filed as: COHEN & STEERS C/O MERRILL LYNCH Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $24,903 |
WAGNER & ZWERMAN LLP7+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $17,479 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,294 | $118,337-19.5% | $189,545-49.7% | $93,010+2.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 15.67% | 21.77%-6.1pp | 555.36%-539.7pp | 158.70%-143.0pp |
| Employer contribution / active EE | $8,016 | $4,204+90.7% | $6,162+30.1% | $2,705+196.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $405 | $100+306.7% | $12,049-96.6% | $152+167.2% |