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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $152,399 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $37,105 |
SUZANNE AHEARN3+ years Service code 14 · EIN 13-3498896 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $35,684 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Securities Custodian | $18,957 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $14,050 |
WAGNER & ZWERMAN LLP2 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $10,823 |
Service code 10 · EIN 04-3652965 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $5,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,537-100.0% | $149,721-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 9.27% | 22.79%-13.5pp | 1501.67%-1492.4pp | 27571.02%-27561.8pp |
| Employer contribution / active EE | $4,166 | $3,239+28.6% | $5,444-23.5% | $2,032+105.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |