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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 | Actuarial | $45,964 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN PC Service code 29 · EIN 11-2340639 | Legal | $38,334 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $32,986 |
GCIU LOCAL 119B UNION3+ years Service code 30 · EIN 13-5274605 | Employee (plan) | $27,997 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $24,000 |
CLEARBROOK INVESTMENT3+ years Filed as: CLEARBROOK FINANCIAL Service code 27 · EIN 11-3290218 | Advisory (Plan) | $21,375 |
HILTON CAPITAL MANAGEMENT3+ years Filed as: HILTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-4193167 | Investment Management | $12,489 |
Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $12,355 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,010 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 6.10% | -1.56%+7.7pp | -2.18%+8.3pp | 10.56%-4.5pp |
| Employer contribution / active EE | $7,603 | $15,244-50.1% | $38,751-80.4% | $13,643-44.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |