Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 14 · EIN 13-2831500 36 HOPATCHUNG RD · HOPATCONG, NJ 07843 | Plan Administrator | $54,742 |
MANNING & RUSSO LLC1 year Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD RD 10 · BRONXVILLE, NY 10708 | Legal | $24,000 |
MSPC1 year Filed as: MSPC, CPAS AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 546 FIFTH AVE 6TH FLOOR · NEW YORK, NY 100365000 | Accounting | $19,385 |
Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $16,500 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $14,751 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $11,040 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $7,304 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENTS, LLC Service code 28 3050 K STREET NW SUITE 201 · WASHINGTON, DC 20007 | Investment Management | $7,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,804 | $80,763-11.1% | $102,412-29.9% | $74,459-3.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 6.21% | 27.57%-21.4pp | 24.94%-18.7pp | 1369.70%-1363.5pp |
| Employer contribution / active EE | $16,487 | $3,160+421.8% | $3,870+326.0% | $2,626+527.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $512 | $2,371-78.4% | $8,388-93.9% | $1,945-73.7% |