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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $147,275 |
KATHERINE VELAZQUEZ4 years Service code 30 · EIN 13-6567359 | Employee (plan) | $92,871 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $58,237 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $57,881 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $50,828 |
CASTIGLIA LLP8+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $48,629 |
LORRAINE CASTLE4 years Filed as: LORRAINE DIXON Service code 30 · EIN 13-6567359 | Employee (plan) | $41,617 |
LIZETH GARCIA1 year Service code 30 · EIN 13-6567359 | Employee (plan) | $35,753 |
MOVITA STONE4 years Service code 30 · EIN 13-6567359 | Employee (plan) | $34,873 |
Filed as: BRADLEY & PARKER INC Service code 22 320 S SERVICE RD · MELVILLE, NY 11747 | Insurance Broker | $18,116 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $2,456,633-100.0% | $333,750-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 48.6%-48.6pp | 1.5%-1.5pp |
| Annual return | -18.62% | 23.41%-42.0pp | -9.60%-9.0pp | 23.41%-42.0pp |
| Employer contribution / active EE | $2,910 | $12,650-77.0% | $56,630-94.9% | $12,650-77.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $124-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $5,181-100.0% | $14,884-100.0% |