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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 | $152,677 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $70,979 |
Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $54,845 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $48,812 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK TRUST DEPT Service code 28 · EIN 13-4920330 275 SEVENTH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Investment Management | $44,392 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $34,301 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $22,445 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Management | $21,656 |
UNION INSURANCE GROUP3+ years Filed as: UNION INSURANCE Service code 73 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Other insurance fees and expenses | $18,404 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $17,179 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 10.64% | 19.71%-9.1pp | 176.29%-165.7pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $12,209 | $2,633+363.7% | $3,680+231.8% | $2,032+500.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |