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| Provider | Service type | Compensation |
|---|---|---|
KATHERINE VELAZQUEZ5 years Service code 30 · EIN 13-6567359 | Employee (plan) | $98,954 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $96,701 |
SEI INVESTMENTS9+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $73,876 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $62,259 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $56,366 |
MARIA DANYLUK1 year Filed as: MARIA ORTIZ Service code 30 · EIN 13-6567359 | Employee (plan) | $49,504 |
CASTIGLIA LLP9+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $46,878 |
KENNY ROJAS1 year Service code 30 · EIN 13-6567359 | Employee (plan) | $44,033 |
LORRAINE CASTLE5 years Filed as: LORRAINE DIXON Service code 30 · EIN 13-6567359 | Employee (plan) | $43,490 |
IRIS FERGUSON1 year Filed as: IRIS CONDE Service code 30 · EIN 13-6567359 | Employee (plan) | $42,361 |
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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 | $13,363-100.0% | $431,983-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 66.7%-66.7pp | 2.2%-2.2pp |
| Annual return | 13.57% | 9.11%+4.5pp | 9.65%+3.9pp | 9.11%+4.5pp |
| Employer contribution / active EE | $3,085 | $12,231-74.8% | $50,020-93.8% | $12,231-74.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $62-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $35,292-100.0% | $125-100.0% |