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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $135,469 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $131,500 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 | Investment Management | $81,135 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $80,074 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $71,323 |
RYAN LABS ASSET MANAGEMENT4+ years Service code 28 · EIN 47-3503928 | Investment Management | $58,331 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 28 · EIN 34-1922005 | Investment Management | $39,145 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $34,745 |
MANNING & RUSSO LLC4+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | Legal | $25,984 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $25,000 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.08% | -2.92%-1.2pp | -752.26%+748.2pp | 10.56%-14.6pp |
| Employer contribution / active EE | $155 | $9,485-98.4% | $31,802-99.5% | $13,643-98.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |