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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC6+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $97,200 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $88,861 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $88,098 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $65,405 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Service code 28 · EIN 34-1922005 | Investment Management | $54,755 |
CONGRESS ASSET MANAGEMENT6+ years Service code 28 · EIN 04-2848965 | Investment Management | $50,832 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $46,160 |
MSPC2 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $25,000 |
MANNING & RUSSO LLC6+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | 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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 8.60% | 7.89%+0.7pp | 8.01%+0.6pp | 259.14%-250.5pp |
| Employer contribution / active EE | $15,442 | $36,824-58.1% | $29,475-47.6% | $41,471-62.8% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |