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| Provider | Service type | Compensation |
|---|---|---|
PETER VAUPEL4+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $73,730 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $73,305 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVENUE 17TH FLOOR · NEW YORK, NY 10022 | Investment Management | $73,157 |
CERES PARTNERS LLC1 year Filed as: CERES FARMS LLC Service code 28 · EIN 26-1586098 1251 N EDDY STREET SUITE 200 · SOUTH BEND, IN 46617 | Investment Management | $62,748 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $60,520 |
CARRET ASSET MANAGEMENT4+ years Service code 28 · EIN 55-0863498 320 PARK AVENUE 18 FL · NEW YORK, NY 10022 | Investment Management | $54,223 |
DAHAB ASSOCIATES4+ years Filed as: DAHAB ASSOCIATES, INC. Service code 16 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Consulting | $48,886 |
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 222 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $41,376 |
EDUARDO MELENDEZ4+ years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $38,729 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD STE 202 · MELVILLE, NY 11747 | Accounting | $34,828 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -3.56% | -1.53%-2.0pp | -2.18%-1.4pp | -0.69%-2.9pp |
| Employer contribution / active EE | $3,092 | $14,498-78.7% | $38,751-92.0% | $16,786-81.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |