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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $142,436 |
KATHERINE VELAZQUEZ6 years Service code 30 · EIN 13-6567359 | Direct payment from the plan; Employe... | $100,549 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $61,922 |
ROTHMAN, ROCCO, LARUFFA, LLP9 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $49,764 |
MARIA DANYLUK2 years Filed as: MARIA ORTIZ Service code 30 · EIN 13-6567359 | Direct payment from the plan; Employe... | $48,998 |
CASTIGLIA LLP10+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $48,618 |
LORRAINE CASTLE6 years Filed as: LORRAINE DIXON Service code 30 · EIN 13-6567359 | Direct payment from the plan; Employe... | $45,203 |
IRIS FERGUSON2 years Filed as: IRIS CONDE Service code 30 · EIN 13-6567359 | Employee (plan); Direct payment from ... | $44,966 |
MOVITA STONE6 years Service code 30 · EIN 13-6567359 | Employee (plan); Direct payment from ... | $38,398 |
KENNY ROJAS2 years Service code 30 · EIN 13-6567359 | Direct payment from the plan; Employe... | $30,920 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 10.92% | 9.30%+1.6pp | 8.13%+2.8pp | 9.30%+1.6pp |
| Employer contribution / active EE | $3,115 | $12,551-75.2% | $42,719-92.7% | $12,551-75.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $12-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |