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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $631,002 |
CHEIRON8 years Service code 28 · EIN 13-4215617 | Investment Management | $355,449 |
AMALGAMATED BANK6 years Service code 19 · EIN 13-4920330 | Securities Custodian | $332,174 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 52-6257033 | Investment Management | $325,472 |
PIERSON FERDINAND1 year Filed as: PIERSON FERDINAND LLP Service code 29 · EIN 93-3416937 | Legal | $313,497 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $219,472 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $177,335 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $151,750 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $135,532 |
LORRAINE CASTLE10+ years Service code 30 · EIN 13-6212879 | Employee (plan); Direct payment from ... | $123,159 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 121.63% | 8.05%+113.6pp | 6.70%+114.9pp | 9.30%+112.3pp |
| Employer contribution / active EE | $11,636 | $10,660+9.2% | $25,217-53.9% | $12,551-7.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |