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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS8 years Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $111,146 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 36 HOPATCHUNG RD · HOPATCONG, NJ 07843 | Plan Administrator | $97,200 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Service code 27 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $91,757 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 95-4191764 1 MAYNARD DRIVE 3200 · PARK RIDGE, NJ 07656 | Investment Management | $81,195 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA · NEW YORK, NY 10119 | Actuarial | $71,086 |
SLC MANAGEMENT1 year Service code 28 500 FIFTH AVENUE SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $57,171 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 2 SEAPORT LN FLOOR 5 · BOSTON, MA 02210 | Investment Management | $46,747 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-1566077 10 EAST 14TH STREET · NEW YORK, NY 10003 | Securities Custodian | $29,614 |
Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $25,000 |
MANNING & RUSSO LLC10+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD RD 10 · BRONXVILLE, NY 10708 | Legal | $24,000 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.97% | 11.01%-3.0pp | 8.10%-0.1pp | 7.65%+0.3pp |
| Employer contribution / active EE | $19,923 | $13,413+48.5% | $28,649-30.5% | $20,582-3.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |