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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC3+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $133,545 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $92,241 |
Filed as: BOYD WATTERSON GSA FUND Service code 51 · EIN 45-2061717 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Mgmt Fees | $84,294 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $54,845 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $43,087 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $42,568 |
AMALGAMATED BANK3+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $29,013 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD STE 20000 · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $25,219 |
UNION INSURANCE GROUP3+ years Filed as: UNION INS Service code 23 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance services | $22,386 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 115 S LASALLE 11TH · CHICAGO, IL 60603 | Investment Mgmt Fees | $18,733 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.41% | 11.78%+2.6pp | 8.32%+6.1pp | 23.90%-9.5pp |
| Employer contribution / active EE | $16,476 | $11,309+45.7% | $30,793-46.5% | $16,539-0.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |