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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC10+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $185,951 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $111,303 |
ULLICO6 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $82,811 |
AMERICAN FUNDS10+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $80,538 |
DAVID A GERSON CPA & ASSOC PC10+ years Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $54,416 |
Service code 51 · EIN 86-1418049 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Mgmt Fees | $49,089 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 51 · EIN 35-2616036 115 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $43,141 |
GCM GROSVENOR5 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $37,347 |
Service code 51 · EIN 86-1396517 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Mgmt Fees | $35,894 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $29,443 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,136 | $82,917+194.4% | $103,333+136.3% | $77,643+214.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.67% | 19.13%-7.5pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $15,139 | $3,552+326.3% | $3,868+291.4% | $2,726+455.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1,254 | $638+96.5% | $8,355-85.0% | $430+191.3% |