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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $112,544 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $99,225 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $85,985 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $73,292 |
CONGRESS ASSET MANAGEMENT5+ years Service code 28 · EIN 04-2848965 | Investment Management | $68,879 |
RYAN LABS ASSET MANAGEMENT5+ years Service code 28 · EIN 47-3503928 | Investment Management | $62,953 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Service code 28 · EIN 34-1922005 | Investment Management | $44,112 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $34,745 |
MANNING & RUSSO LLC5+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | Legal | $25,750 |
MSPC1 year Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $25,000 |
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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 20.05% | 10.22%+9.8pp | 10.56%+9.5pp | 12.16%+7.9pp |
| Employer contribution / active EE | $14,888 | $37,390-60.2% | $30,197-50.7% | $44,747-66.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |