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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC4+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $136,216 |
Filed as: BOYD WATTERSON GSA FUND Service code 51 · EIN 45-2061717 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Mgmt Fees | $119,742 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $106,964 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $50,280 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $43,440 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $43,420 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $42,188 |
UNION INSURANCE GROUP4+ years Filed as: UNION INS Service code 23 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance services | $22,080 |
AMALGAMATED BANK4+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $19,844 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $17,891 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.88% | 4.25%-7.1pp | -752.26%+749.4pp | 0.19%-3.1pp |
| Employer contribution / active EE | $14,447 | $11,906+21.3% | $31,802-54.6% | $13,763+5.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |