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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC6+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $165,215 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $109,953 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $87,828 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $80,130 |
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $77,527 |
Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $52,874 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $23,661 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $23,214 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK TRUST DEPT Service code 28 · EIN 13-4920330 275 SEVENTH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Investment Management | $21,801 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $18,159 |
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 | $173,914 | $91,517+90.0% | $101,275+71.7% | $73,412+136.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.64% | 17.17%-7.5pp | 46.48%-36.8pp | 59.30%-49.7pp |
| Employer contribution / active EE | $10,787 | $2,877+275.0% | $3,660+194.7% | $2,234+382.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $931 | $216+331.3% | $5,948-84.3% | $158+489.6% |