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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC6+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $59,040 |
MANNING & RUSSO LLC6+ years Service code 29 · EIN 06-1478265 | Legal | $24,000 |
MSPC2 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $18,500 |
SLC MANAGEMENT1 year Service code 28 · EIN 68-0635051 | Investment Management | $16,672 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $16,455 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $13,228 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Service code 28 · EIN 34-1922005 | Investment Management | $12,276 |
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 | $76,171 | $115,796-34.2% | $101,264-24.8% | $158,950-52.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.64% | 56.15%-46.5pp | 46.48%-36.8pp | 302.91%-293.3pp |
| Employer contribution / active EE | $12,187 | $4,175+191.9% | $3,660+233.0% | $4,762+155.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $494 | $7,247-93.2% | $5,947-91.7% | $11,248-95.6% |