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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES1+ years Service code 30 · EIN 23-7218454 | Direct payment from the plan; Employe... | $196,663 |
SAVASTA AND COMPANY, INC.1+ years Service code 11 · EIN 13-3879959 | Actuarial | $97,236 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $87,841 |
BOND BROTHERS1+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $68,592 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $45,263 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $28,405 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,500 |
JASPAN SCHLESINGER LLP1+ years Service code 29 300 GARDEN CITY PLAZA # 5 · GARDEN CITY, NY 11530 | Legal | $20,970 |
VANDERBILT SECURITIES LLC1+ years Filed as: VANDERBILT CAPITAL ADVISORS Service code 28 · EIN 13-3796861 | Investment Management | $17,523 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,488 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 3.20% | 17.94%-14.7pp | 5.44%-2.2pp | 7.18%-4.0pp |
| Employer contribution / active EE | $3,735 | $12,263-69.5% | $25,481-85.3% | $13,095-71.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |