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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOSTON PARTNERS C/O MERRILL LYNCH Service code 28 · EIN 98-0202744 1 BEACON STREET, 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $138,023 |
TOCQUEVILLE ASSET MANAGEMENT8+ 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 | $113,295 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $95,560 |
STACEY BRAUN ASSOCIATES, INC.8+ years Service code 28 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $71,224 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $63,637 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $57,500 |
THE BANK OF NEW YORK MELLON2 years 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 | $42,622 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600, · WOBURN, MA 01801 | Bank Trustee | $35,453 |
CHRISTINE COSTA4 years Service code 14 · EIN 13-3344192 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $28,387 |
Filed as: COHEN & STEERS C/O MERRILL LYNCH Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $23,831 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,129 | $95,918-12.3% | $151,611-44.5% | $77,904+8.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -12.93% | -5.50%-7.4pp | 3.33%-16.3pp | 12.21%-25.1pp |
| Employer contribution / active EE | $8,139 | $4,330+87.9% | $6,166+32.0% | $2,848+185.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $422 | $93+352.0% | $11,616-96.4% | $133+218.1% |