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| Provider | Service type | Compensation |
|---|---|---|
HGK1+ years Filed as: HGK ASSET MANAGMENT Service code 27 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $69,194 |
TFA1+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $52,881 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $46,185 |
ROBERT CHEVERIE1+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES PC Service code 29 333 EAST RIVER DR, ST 101 · EAST HARTFORD, CT 06108 | Legal | $24,724 |
VANACORE DEBENEDICTUS1+ years Filed as: VANACORE, DEBENEDICTUS, DIGOVANNI Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $24,412 |
ULLICO1+ years Service code 10 1625 EYE STREET NW · WASHINGTON, DC 20006 | Accounting | $16,331 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $13,400 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 17 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Pension Consulting | $13,333 |
SPECTRUM PENSION & COMPENSATION1+ years Service code 17 · EIN 14-1764716 11 RACQUET ROAD · NEWBURGH, NY 12550 | Pension Consulting | $9,000 |
J.A. MARIANO AGENCY1+ years Filed as: J.A. MARIANO Service code 22 PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $5,457 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.76% | 0.68%-2.4pp | -1.61%-0.1pp | -0.60%-1.2pp |
| Employer contribution / active EE | $17,565 | $10,568+66.2% | $30,840-43.0% | $12,272+43.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |