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| Provider | Service type | Compensation |
|---|---|---|
MD SASS2+ years Filed as: M. D. SASS Service code 28 · EIN 13-2704843 PO BOX 1555 · NEW YORK, NY 10008 | Investment Management | $203,534 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $115,823 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2918773 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $115,786 |
ELIZABETH COPELAND2+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $96,774 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $48,680 |
GITOMER & BERENHOLZ, PC2+ years Service code 10 · EIN 23-2749598 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $36,400 |
PENELOPE BRYAN2+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $34,704 |
JOSUE M. TOHOM2+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Employee (plan); Direct payment from ... | $29,012 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY, JENIK AND MURRAY, PC Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 10003 | Legal | $14,418 |
Service code 15 · EIN 23-2182079 2 EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $9,012 |
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Employer contribution per participant 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.55% | 5.13%+0.4pp | 4.74%+0.8pp | 7.18%-1.6pp |
| Employer contribution / active EE | $1,591 | $14,689-89.2% | $36,089-95.6% | $13,095-87.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |