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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC2+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $130,926 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $78,763 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $54,097 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $42,273 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $41,734 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 115 S LASALLE 11TH · CHICAGO, IL 60603 | Investment Mgmt Fees | $41,592 |
AMALGAMATED BANK2+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $27,476 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD STE 20000 · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $24,406 |
UNION INSURANCE GROUP2+ years Filed as: UNION INS Service code 23 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance services | $21,411 |
TIMOTHY R HOTT PC2+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07760 | Legal | $20,104 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.79% | 3.49%+5.3pp | 4.16%+4.6pp | 7.18%+1.6pp |
| Employer contribution / active EE | $12,644 | $11,083+14.1% | $29,966-57.8% | $13,095-3.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |