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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVENUE 17TH FLOOR · NEW YORK, NY 10022 | Investment Management | $68,732 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $65,214 |
PETER VAUPEL2+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $61,810 |
CARRET ASSET MANAGEMENT2+ years Service code 28 · EIN 55-0863498 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $49,163 |
DAHAB ASSOCIATES2+ years Filed as: DAHAB ASSOCIATES, INC. Service code 16 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Consulting | $47,198 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $46,451 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAME AVENUE · GREENWICH, CT 06830 | Investment Management | $44,538 |
EDUARDO MELENDEZ2+ years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $38,427 |
JOHNSON BANK2+ years Filed as: JOHNSON INSTITUTIONAL MANAGEMENT Service code 28 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $32,808 |
WILMINGTON TRUST2+ years Service code 19 · EIN 16-0538020 ONE MT PLAZA 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $31,040 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.42% | 5.80%+0.6pp | 4.74%+1.7pp | 11.88%-5.5pp |
| Employer contribution / active EE | $3,052 | $15,506-80.3% | $36,089-91.5% | $14,612-79.1% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |