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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BASIL CASTROVINCI ASSOCIATED Service code 14 · EIN 13-2831500 | Plan Administrator | $97,200 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $91,276 |
RYAN LABS ASSET MANAGEMENT8+ years Service code 28 · EIN 47-3503928 | Investment Management | $82,220 |
DELAWARE INVESTMENTS6 years Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $81,658 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $60,000 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Service code 28 · EIN 34-1922005 | Investment Management | $59,967 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $45,162 |
CONGRESS ASSET MANAGEMENT8+ years Service code 28 · EIN 04-2848965 | Investment Management | $44,589 |
MSPC4 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $25,000 |
MANNING & RUSSO LLC8+ 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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -11.41% | -4.92%-6.5pp | -5.85%-5.6pp | -5.25%-6.2pp |
| Employer contribution / active EE | $13,423 | $10,994+22.1% | $31,839-57.8% | $15,161-11.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |