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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC7+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $170,172 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $109,069 |
AMERICAN FUNDS7+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $96,782 |
ULLICO3 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $81,434 |
Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $52,964 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $34,740 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $24,150 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $23,467 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $18,964 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK TRUST DEPT Service code 28 · EIN 13-4920330 275 SEVENTH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Investment Management | $16,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,718 | $78,275+161.5% | $109,188+87.5% | $86,821+135.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.87% | 19.14%-3.3pp | 25.76%-9.9pp | 97.94%-82.1pp |
| Employer contribution / active EE | $13,039 | $3,105+320.0% | $3,723+250.2% | $2,406+441.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $975 | $198+391.3% | $6,755-85.6% | $170+475.0% |