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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $196,920 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $146,117 |
SCHULTE ROTH & ZABEL LLP2+ years Filed as: SCHULTE, ROTH AND ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $69,900 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $64,129 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $60,000 |
RYAN LABS ASSET MANAGEMENT2+ years Service code 28 · EIN 47-3503928 | Investment Management | $57,885 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $43,569 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 34-1922005 | Investment Management | $39,910 |
MANNING & RUSSO LLC2+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | Legal | $32,221 |
THE SEGAL COMPANY2+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $28,192 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 9.68% | 3.49%+6.2pp | 4.16%+5.5pp | 7.18%+2.5pp |
| Employer contribution / active EE | $6,207 | $11,083-44.0% | $29,966-79.3% | $13,095-52.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |