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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 10 · EIN 13-2831500 | Accounting | $181,500 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE Service code 51 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Mgmt Fees | $176,606 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $166,586 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $73,019 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $60,000 |
RYAN LABS ASSET MANAGEMENT3+ years Service code 28 · EIN 47-3503928 | Investment Management | $58,624 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 34-1922005 | Investment Management | $39,816 |
SCHULTE ROTH & ZABEL LLP3+ years Filed as: SCHULTE, ROTH AND ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $37,243 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $34,721 |
MANNING & RUSSO LLC3+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | Legal | $27,127 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.15% | 11.78%+0.4pp | 8.32%+3.8pp | 23.90%-11.7pp |
| Employer contribution / active EE | $4,412 | $11,309-61.0% | $30,793-85.7% | $16,539-73.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |