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| Provider | Service type | Compensation |
|---|---|---|
BHMS2+ years Service code 28 · EIN 20-4742534 | Investment Management | $85,934 |
SEI INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $70,447 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $54,711 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $38,645 |
CASTIGLIA LLP2+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $36,669 |
BARBARA GILL2+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $34,977 |
LISA FONTAINE2+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $34,445 |
Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $34,396 |
QUANTEL ASSOCIATES2+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $19,800 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,957 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 4.68% | 6.13%-1.4pp | 4.74%-0.1pp | 9.19%-4.5pp |
| Employer contribution / active EE | $2,644 | $10,206-74.1% | $36,089-92.7% | $12,608-79.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |