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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $196,754 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 13-2633996 | Legal | $69,900 |
RYAN LABS ASSET MANAGEMENT2+ years Service code 28 · EIN 47-3503928 | Investment Management | $50,770 |
MANNING & RUSSO LLC2+ years Service code 29 · EIN 06-1478265 | Legal | $29,004 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $23,514 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,716 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 34-1922005 | Investment Management | $20,179 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $17,154 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
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 | $40,199 | $57,921-30.6% | $84,753-52.6% | $57,658-30.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.65% | 10.24%-3.6pp | 22.78%-16.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,929 | $2,598+128.2% | $3,574+65.9% | $1,974+200.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $350 | $130+170.1% | $5,333-93.4% | $95+270.6% |