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| Provider | Service type | Compensation |
|---|---|---|
BHMS3+ years Service code 28 · EIN 20-4742534 | Investment Management | $89,211 |
SEI INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $82,898 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $53,713 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $43,916 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $35,223 |
LISA FONTAINE3+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $34,520 |
BARBARA GILL3+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $33,636 |
CASTIGLIA LLP3+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $33,100 |
QUANTEL ASSOCIATES3+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $19,800 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,865 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.18% | 12.92%-0.7pp | 10.36%+1.8pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,551 | $14,070-81.9% | $37,738-93.2% | $14,688-82.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |