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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 28 1800 WEST PARK DR. · WESTBOROUGH, MA 01581 | Investment Management | $30,220 |
CASTIGLIA LLP2+ years Service code 10 · EIN 46-2725636 | Accounting | $19,681 |
Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $12,006 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,001 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $6,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,558 | $80,354-86.9% | $133,975-92.1% | $63,975-83.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.87% | 13.11%-10.2pp | 29.29%-26.4pp | 48.65%-45.8pp |
| Employer contribution / active EE | $1,155 | $3,503-67.0% | $5,211-77.8% | $2,182-47.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $200 | $69+188.0% | $9,324-97.9% | $70+183.4% |