Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC4+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $155,731 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $76,615 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $64,993 |
Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $50,280 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK TRUST DEPT Service code 28 · EIN 13-4920330 275 SEVENTH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Investment Management | $34,353 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $27,771 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $23,200 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $19,188 |
TIMOTHY R HOTT PC4+ years Filed as: TIMOTHY R HOTT, PC Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD SUITE 402 · RIDGEFIELD PARK, NJ 07760 | Legal | $10,009 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Management | $7,677 |
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 | $166,607 | $56,443+195.2% | $83,831+98.7% | $55,725+199.0% |
| Participation rate | 94.4% | 72.0%+22.4pp | 76.1%+18.3pp | 70.9%+23.5pp |
| Annual return | -1.41% | 393.67%-395.1pp | 850.99%-852.4pp | 244.93%-246.3pp |
| Employer contribution / active EE | $10,124 | $2,682+277.5% | $3,631+178.8% | $2,078+387.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $772 | $156+394.4% | $5,479-85.9% | $115+570.7% |