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| Provider | Service type | Compensation |
|---|---|---|
BHMS1+ years Service code 28 · EIN 20-4742534 | Investment Management | $94,602 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $71,957 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $55,183 |
LISA FONTAINE1+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $39,365 |
BARBARA GILL1+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $35,711 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD GREENSPAN Service code 29 · EIN 13-3341720 | Legal | $34,409 |
CASTIGLIA LLP1+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $33,135 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $32,105 |
QUANTEL ASSOCIATES1+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $13,350 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,130 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.51% | -0.09%-0.4pp | -0.81%+0.3pp | 1.67%-2.2pp |
| Employer contribution / active EE | $2,156 | $11,440-81.2% | $38,425-94.4% | $10,506-79.5% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |