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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $247,405 |
SCHULTE ROTH & ZABEL LLP1+ years Service code 29 · EIN 13-2633996 | Legal | $47,646 |
MANNING & RUSSO LLC1+ years Service code 29 · EIN 06-1478265 | Legal | $29,367 |
RYAN LABS ASSET MANAGEMENT1+ years Service code 28 · EIN 47-3503928 | Investment Management | $28,339 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 34-1922005 | Investment Management | $26,304 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $24,068 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $16,129 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $15,992 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
BKD, LLP1+ years Filed as: DHG, LTD. Service code 23 · EIN 22-2969759 | Insurance services | $8,725 |
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 | $43,854 | $50,498-13.2% | $75,784-42.1% | $55,191-20.5% |
| Participation rate | 74.0% | 69.4%+4.6pp | 75.8%-1.8pp | 69.2%+4.8pp |
| Annual return | 3.00% | 1.80%+1.2pp | 9.68%-6.7pp | 10.78%-7.8pp |
| Employer contribution / active EE | $8,510 | $2,291+271.5% | $3,323+156.1% | $1,899+348.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $368 | $123+199.2% | $5,300-93.1% | $91+305.5% |