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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $123,371 |
BHMS6+ years Service code 28 · EIN 20-4742534 | Investment Management | $97,711 |
KATHERINE VELAZQUEZ2 years Service code 30 · EIN 13-6567359 | Employee (plan) | $69,592 |
LISA FONTAINE6+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $68,516 |
BARBARA GILL6+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $62,993 |
NANCY FERGUSON2 years Filed as: NANCY FIGUEROA Service code 30 · EIN 13-6567359 | Employee (plan) | $59,590 |
BASIL CASTROVINCI ASSOCIATES INC6+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $54,952 |
AGATHA JACK2 years Service code 30 · EIN 13-6567359 | Employee (plan) | $52,756 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $49,921 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $47,607 |
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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 | $438,681-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 0.0%0pp |
| Annual return | 13.02% | 12.86%+0.2pp | 4.26%+8.8pp | 12.86%+0.2pp |
| Employer contribution / active EE | $2,935 | $13,687-78.6% | $54,767-94.6% | $13,687-78.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,187-100.0% | - |