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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $77,181 |
CARRET ASSET MANAGEMENT1+ years Service code 28 · EIN 55-0863498 1345 AVENUE OF AMERICAS 27TH FLOOR · NEW YOEK, NY 10105 | Investment Management | $62,498 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVENUE 17TH FLOOR · NEW YORK, NY 10022 | Investment Management | $62,363 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $53,400 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAME AVENUE · GREENWICH, CT 06830 | Investment Management | $49,755 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 16 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Consulting | $48,455 |
KATHLEEN RZEPLINSKI1+ years Filed as: KATHLEEN SWAN Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $39,654 |
PETER VAUPEL1+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $36,993 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPAUGGE, NY 11788 | Accounting | $35,164 |
EDUARDO MELENDEZ1+ years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $34,625 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -2.38% | -1.13%-1.2pp | -0.81%-1.6pp | 2.81%-5.2pp |
| Employer contribution / active EE | $2,705 | $14,981-81.9% | $38,425-93.0% | $16,358-83.5% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |