Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MD SASS3+ years Filed as: M. D. SASS Service code 28 · EIN 13-2704843 PO BOX 1555 · NEW YORK, NY 10008 | Investment Management | $199,771 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2918773 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $137,004 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $131,582 |
ELIZABETH COPELAND3+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Employee (plan); Direct payment from ... | $77,509 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $50,280 |
GITOMER & BERENHOLZ, PC3+ years Service code 10 · EIN 23-2749598 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $33,600 |
JOSUE M. TOHOM3+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Direct payment from the plan; Employe... | $14,875 |
KENNEDY CAPITAL MANAGEMENT3+ years Filed as: KENNEDY, JENIK AND MURRAY, PC Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 10003 | Legal | $14,400 |
Service code 15 · EIN 23-2182079 2 EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $10,216 |
PENELOPE BRYAN3+ years Service code 30 · EIN 11-1800729 87-80 PARSONS BLVD · JAMAICA, NY 11432 | Employee (plan); Direct payment from ... | $1,557 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.95% | 13.03%-1.1pp | 10.36%+1.6pp | 23.90%-11.9pp |
| Employer contribution / active EE | $5,941 | $15,779-62.3% | $37,738-84.3% | $16,539-64.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |