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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 | $48,936 |
Filed as: BRADLEY & PARKER INC Service code 22 320 S SERVICE RD · MELVILLE, NY 11747 | Insurance Broker | $29,358 |
CASTIGLIA LLP8+ years Service code 10 · EIN 46-2725636 | Accounting | $26,052 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $18,874 |
SYNTONIC SYSTEMS, INC.2 years Service code 15 111 JOHN STREET · NEW YORK, NY 10011 | Recordkeeping | $10,500 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,845 |
AMALGAMATED BANK7 years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,396 |
Filed as: QUANTELLIGENT SOLUTIONS Service code 27 · EIN 22-2839120 | Advisory (Plan) | $5,500 |
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.
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 | $9,157 | $95,918-90.5% | $151,645-94.0% | $77,906-88.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -15.45% | -5.50%-9.9pp | 3.34%-18.8pp | 12.16%-27.6pp |
| Employer contribution / active EE | $1,379 | $4,330-68.2% | $6,165-77.6% | $2,846-51.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $112 | $93+20.4% | $11,614-99.0% | $133-15.3% |