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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $167,330 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $165,619 |
BLACKROCK1+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP OF MERRILL · LATHAM, NY 12110 | Investment Management | $155,300 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $149,705 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $119,792 |
WAGNER & ZWERMAN LLP1+ years Filed as: WAGNER & ZWERMAN, LLP Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $92,951 |
COHEN & STEERS1+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $87,801 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $60,523 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $59,838 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 177 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $55,298 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.79% | 0.06%-0.9pp | -0.81%0pp | -0.60%-0.2pp |
| Employer contribution / active EE | $9,359 | $14,206-34.1% | $38,425-75.6% | $12,272-23.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |