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| Provider | Service type | Compensation |
|---|---|---|
CERES PARTNERS LLC9 years Service code 28 · EIN 26-4771307 806 HOWARD ST 200 · SOUTH BEND, IN 46617 | Investment Management | $168,130 |
CARRET ASSET MANAGEMENT10+ years Service code 28 · EIN 55-0863498 360 MADISON AVE 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $91,670 |
PETER VAUPEL10+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $70,597 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $55,782 |
DWS FUNDS2 years Filed as: RREEF AMERICA REIT II, INC. Service code 28 · EIN 58-2364506 222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $51,728 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Advisory (Plan) | $50,567 |
LYNDA BLOUNT1 year Filed as: LYNDA SCHULOK Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $36,085 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE STE 342 · JERICHO, NY 11753 | Accounting | $32,813 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Service code 50 · EIN 26-3858697 3 SURREY LANE · HEMPTEAD, NY 11550 | Direct Payment | $31,200 |
WILMINGTON TRUST10+ years Service code 52 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14202 | Indirect Investment Fees | $28,134 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.96% | 11.08%+0.9pp | 8.10%+3.9pp | 8.76%+3.2pp |
| Employer contribution / active EE | $3,769 | $13,910-72.9% | $28,649-86.8% | $16,650-77.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |