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| Provider | Service type | Compensation |
|---|---|---|
PETER VAUPEL3+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $71,894 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVENUE 17TH FLOOR · NEW YORK, NY 10022 | Investment Management | $70,682 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $64,582 |
CERES PARTNERS LLC2 years Service code 28 · EIN 26-1586098 1251 N EDDY STREET SUITE 200 · SOUTH BEND, IN 46617 | Investment Management | $58,633 |
CARRET ASSET MANAGEMENT3+ years Service code 28 · EIN 55-0863498 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $55,403 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $55,117 |
DAHAB ASSOCIATES3+ years Filed as: DAHAB ASSOCIATES, INC. Service code 16 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Consulting | $50,653 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAME AVENUE · GREENWICH, CT 06830 | Investment Management | $46,546 |
EDUARDO MELENDEZ3+ years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Employee (plan); Direct payment from ... | $38,387 |
SILVIA PEREZ2 years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $31,319 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 13.74% | 12.23%+1.5pp | 10.36%+3.4pp | 13.95%-0.2pp |
| Employer contribution / active EE | $3,350 | $18,059-81.4% | $37,738-91.1% | $16,598-79.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |