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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 | $41,589 |
CASTIGLIA LLP9+ years Service code 10 · EIN 46-2725636 | Accounting | $34,831 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $18,964 |
SYNTONIC SYSTEMS, INC.3 years Service code 15 111 JOHN STREET · NEW YORK, NY 10011 | Recordkeeping | $9,000 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,070 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,639 |
ANDCO CONSULTING1 year Service code 27 531 W MORSE BLVD, STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $5,500 |
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 | $12,362 | $112,686-89.0% | $170,057-92.7% | $80,169-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 11.14% | 67.04%-55.9pp | 53.42%-42.3pp | 40.39%-29.3pp |
| Employer contribution / active EE | $1,710 | $4,481-61.9% | $6,790-74.8% | $2,978-42.6% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,411-100.0% | $5,016-100.0% |
| Admin fee / account holder | $131 | $99+32.6% | $12,826-99.0% | $145-9.4% |