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| Provider | Service type | Compensation |
|---|---|---|
MD SASS1+ years Filed as: M. D. SASS Service code 28 · EIN 13-2704843 PO BOX 1555 · NEW YORK, NY 10008 | Investment Management | $222,156 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2918773 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $119,732 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $117,253 |
ELIZABETH COPELAND1+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $97,849 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $50,030 |
PENELOPE BRYAN1+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $34,198 |
GITOMER & BERENHOLZ, PC1+ years Service code 10 · EIN 23-2749598 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $33,600 |
JOSUE M. TOHOM1+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $27,290 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENIK AND MURRAY, PC Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 10003 | Legal | $15,600 |
Service code 15 · EIN 23-2182079 2 EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $9,822 |
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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 | $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 | -3.21% | 0.06%-3.3pp | -0.81%-2.4pp | -0.60%-2.6pp |
| Employer contribution / active EE | $13,933 | $14,206-1.9% | $38,425-63.7% | $12,272+13.5% |
| 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% |