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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $150,824 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $59,844 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE STREET · CHICAGO, IL 60690 | Investment Management | $59,191 |
Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $47,794 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $46,500 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Management | $44,274 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $42,602 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK TRUST DEPT Service code 28 · EIN 13-4920330 275 SEVENTH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Investment Management | $39,361 |
UNION INSURANCE GROUP1+ years Filed as: UNION INSURANCE Service code 73 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Other insurance fees and expenses | $17,589 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $16,191 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | 2.00% | 1.80%+0.2pp | 9.68%-7.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $7,615 | $2,291+232.4% | $3,323+129.1% | $1,899+301.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |