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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC. Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $155,932 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT, L.P. Service code 27 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Advisory (Plan) | $149,585 |
BLACKROCK1+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $148,447 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $139,580 |
COHEN & STEERS1+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $125,455 |
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 | $86,437 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $63,735 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $63,219 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, IACCARINO & SHEPHERD Service code 29 · EIN 26-3858697 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $38,622 |
TRIVELLA & FORTE LLP1+ years Service code 29 · EIN 13-4070172 1311 MAMARONECK AVENUE · WHITE PLAINS, NY 10605 | Legal | $34,575 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,760-100.0% | $123,106-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 86.8%-86.8pp | 69.4%-69.4pp |
| Annual return | 0.95% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $5,029 | $3,415+47.2% | $5,151-2.4% | $2,098+139.7% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |