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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT1 year Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $180,896 |
BLACKROCK2+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $167,268 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $165,935 |
Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $143,508 |
COHEN & STEERS2+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $133,088 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $83,481 |
TRIVELLA & FORTE LLP2+ years Service code 29 · EIN 13-4070172 1311 MAMARONECK AVENUE · WHITE PLAINS, NY 10605 | Legal | $79,769 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $51,150 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY AVENUE · NEW YORK, NY 10013 | Investment Management | $19,388 |
Filed as: M&T BANK INSTL RETIREMENT SERVICES Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $16,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 6.66% | 13.11%-6.4pp | 29.29%-22.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $4,990 | $3,503+42.4% | $5,211-4.2% | $2,182+128.7% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |