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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $149,023 |
GCIU LOCAL 119B WELFARE10+ years Service code 49 · EIN 13-5623497 | Other Services | $87,698 |
SAVASTA AND COMPANY, INC.9 years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 | Actuarial | $51,285 |
LEVY RATNER7 years Service code 29 · EIN 13-3726314 | Legal | $44,500 |
CLEARBROOK INVESTMENT3 years Filed as: CLEARBROOK INVESTMENT CONSULTING Service code 27 · EIN 11-3290218 | Advisory (Plan) | $34,098 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $32,958 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 80 STATE STREET · ALBANY, NY 12207 | Actuarial | $20,325 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NY Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $19,125 |
Filed as: INTERGRATED TECHNOLOGY SYSTEMS Service code 49 6 EAST 45TH STREET · NEW YORK, NY 10017 | Other Services | $15,654 |
GCIU LOCAL 119B UNION10+ years Service code 49 · EIN 13-5274605 | Other Services | $11,478 |
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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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 5.69% | 17.04%-11.4pp | 15.15%-9.5pp | 14.18%-8.5pp |
| Employer contribution / active EE | $9,756 | $20,481-52.4% | $16,134-39.5% | $33,339-70.7% |
| Participant deferral / active EE | $0 | $0 | $50-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |