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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $132,000 |
SCHULTE ROTH & ZABEL LLP3+ years Service code 29 · EIN 13-2633996 | Legal | $37,243 |
RYAN LABS ASSET MANAGEMENT3+ years Service code 28 · EIN 47-3503928 | Investment Management | $29,977 |
MANNING & RUSSO LLC3+ years Service code 29 · EIN 06-1478265 | Legal | $26,688 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 34-1922005 | Investment Management | $22,875 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $20,987 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $10,675 |
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 | $45,744 | $60,545-24.4% | $92,240-50.4% | $69,631-34.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 6.39% | 19.71%-13.3pp | 176.29%-169.9pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $6,678 | $2,633+153.6% | $3,680+81.5% | $2,032+228.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $326 | $145+125.5% | $5,194-93.7% | $110+195.6% |