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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI ASSOC Service code 11 · EIN 13-2831500 | Actuarial | $197,678 |
GAMCO ASSET MANAGEMENT10+ years Filed as: GAMCO Service code 28 · EIN 13-2951842 | Investment Management | $127,229 |
ATALANTA SOSNOFF5 years Service code 28 · EIN 04-2679462 | Investment Management | $90,550 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $74,113 |
BANNER HEALTH4 years Filed as: BANNER RIDGE Service code 28 641 LEXINGTON AVENUE, 18TH FL · NEW YORK, NY 10022 | Investment Management | $60,000 |
WAKEFIELD ASSET MANAGEMENT6 years Service code 28 7887 E BELLEVIEW AVE STE. 800 · ENGLEWOOD, CO 80111 | Investment Management | $46,569 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $42,095 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF ADVISORS Service code 28 · EIN 13-3855629 200 PARK AVE, 23RD FLOOR · NEW YORK, NY 10166 | Investment Management | $37,756 |
METS SCHIRO & MCGOVERN10+ years Service code 29 · EIN 75-3116930 | Legal | $36,041 |
MD SASS10+ years Service code 28 · EIN 13-2704843 | Investment Management | $33,723 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.45% | 11.01%-1.6pp | 8.10%+1.4pp | 7.65%+1.8pp |
| Employer contribution / active EE | $18,197 | $13,413+35.7% | $28,649-36.5% | $20,582-11.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |