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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 | $142,827 |
TOCQUEVILLE ASSET MANAGEMENT9+ 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 | $109,942 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $92,331 |
STACEY BRAUN ASSOCIATES, INC.9+ years Service code 28 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $79,333 |
GLOBAL TRUST COMPANY2 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $74,800 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $59,441 |
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 MELLON3 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 | $41,506 |
CHRISTINE COSTA5 years Service code 14 · EIN 13-3344192 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $29,768 |
Filed as: COHEN & STEERS C/O MERRILL LYNCH Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $19,474 |
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 | $101,638 | $88,480+14.9% | $96,683+5.1% | $80,160+26.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 12.93% | 22.53%-9.6pp | 35.69%-22.8pp | 40.38%-27.5pp |
| Employer contribution / active EE | $8,631 | $4,176+106.7% | $3,737+131.0% | $2,978+189.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $477 | $212+125.1% | $6,730-92.9% | $145+228.9% |