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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $83,500 |
RYAN LABS ASSET MANAGEMENT4+ years Service code 28 · EIN 47-3503928 | Investment Management | $25,140 |
MANNING & RUSSO LLC4+ years Service code 29 · EIN 06-1478265 | Legal | $24,297 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $22,565 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 28 · EIN 34-1922005 | Investment Management | $19,380 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $18,622 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $18,500 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,624 | $57,352+12.7% | $83,830-22.9% | $64,173+0.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.75% | 11.38%-13.1pp | 850.97%-852.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $7,728 | $2,546+203.6% | $3,631+112.8% | $2,381+224.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $482 | $4,046-88.1% | $5,479-91.2% | $4,887-90.1% |