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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 | $157,896 |
TOCQUEVILLE ASSET MANAGEMENT10+ 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 | $113,836 |
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $99,223 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $87,765 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $74,596 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $64,641 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years 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 MELLON4 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 | $48,972 |
CHRISTINE COSTA6 years Service code 14 · EIN 13-3344192 140 BROADWAY · HAWTHORNE, NY 10532 | Plan Administrator | $30,660 |
Filed as: COHEN & STEERS C/O MERRILL LYNCH Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $22,602 |
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 | $114,311 | $241,101-52.6% | $103,333+10.6% | $199,593-42.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.75% | 17.80%-5.0pp | 24.88%-12.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $8,308 | $4,244+95.7% | $3,868+114.8% | $3,034+173.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $516 | $288+79.4% | $8,355-93.8% | $269+92.0% |