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| Provider | Service type | Compensation |
|---|---|---|
CERES PARTNERS LLC3 years Filed as: CERES FARMS LLC Service code 28 · EIN 26-1586098 1251 N EDDY STREET SUITE 200 · SOUTH BEND, IN 46617 | Investment Management | $91,017 |
PETER VAUPEL6+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $74,036 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVENUE 17TH FLOOR · NEW YORK, NY 10022 | Investment Management | $70,004 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $62,004 |
CARRET ASSET MANAGEMENT6+ years Service code 28 · EIN 55-0863498 320 PARK AVENUE 18 FL · NEW YORK, NY 10022 | Investment Management | $61,387 |
DAHAB ASSOCIATES6+ years Filed as: DAHAB ASSOCIATES, INC. Service code 16 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Consulting | $48,607 |
DWS FUNDS3 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 222 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $45,743 |
EDUARDO MELENDEZ6+ years Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $39,070 |
DONNA MAGGIOLINO2 years Filed as: DONNA COLANTUONO Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Employee (plan); Direct payment from ... | $38,042 |
WILMINGTON TRUST6+ years Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE 3RD FLOOR · BUFFALO, NY 14202 | Securities Custodian | $34,397 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 11.58% | 9.58%+2.0pp | 9.52%+2.1pp | 11.45%+0.1pp |
| Employer contribution / active EE | $2,995 | $21,155-85.8% | $41,951-92.9% | $17,219-82.6% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |