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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $97,314 |
BHMS4+ years Service code 28 · EIN 20-4742534 | Investment Management | $95,738 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $54,789 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $44,540 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $40,558 |
LISA FONTAINE4+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $36,614 |
BARBARA GILL4+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $33,621 |
CASTIGLIA LLP4+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $33,100 |
QUANTEL ASSOCIATES4+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $19,800 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,111 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.90% | -0.94%-3.0pp | -2.18%-1.7pp | 33.37%-37.3pp |
| Employer contribution / active EE | $2,601 | $12,464-79.1% | $38,751-93.3% | $11,253-76.9% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |