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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 | Actuarial | $45,370 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN PC Service code 29 · EIN 11-2340639 | Legal | $44,426 |
Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $32,367 |
GCIU LOCAL 119B UNION2+ years Service code 30 · EIN 13-5274605 | Employee (plan) | $24,229 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $24,000 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $16,513 |
CLEARBROOK INVESTMENT2+ years Filed as: CLEARBROOK FINANCIAL Service code 27 · EIN 11-3290218 | Advisory (Plan) | $15,989 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP US INC. Service code 28 · EIN 56-2475915 | Investment Management | $14,825 |
HILTON CAPITAL MANAGEMENT2+ years Filed as: HILTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-4193167 | Investment Management | $13,659 |
WESTWOOD TRUST2+ years Service code 28 · EIN 75-1447785 | Investment Management | $8,190 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 7.56% | 11.16%-3.6pp | 10.36%-2.8pp | 10.41%-2.9pp |
| Employer contribution / active EE | $7,215 | $16,610-56.6% | $37,738-80.9% | $14,691-50.9% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |