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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC5+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $140,302 |
Filed as: BOYD WATTERSON GSA FUND Service code 51 · EIN 45-2061717 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Mgmt Fees | $129,497 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $100,136 |
ULLICO1 year Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $62,996 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $54,876 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $48,246 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $45,050 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $44,723 |
UNION INSURANCE GROUP5+ years Filed as: UNION INS Service code 23 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance services | $27,885 |
REYNOLDS CONSULTING SERVICES5+ 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.96% | 10.27%+8.7pp | 10.56%+8.4pp | 53.27%-34.3pp |
| Employer contribution / active EE | $17,324 | $12,273+41.2% | $30,197-42.6% | $14,774+17.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |