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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC8+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 11 · EIN 13-2831500 | Actuarial | $35,191 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $11,582 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | -7.72% | 55.68%-63.4pp | 22.50%-30.2pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $33,849-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | - | - |