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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 13 · EIN 13-2831500 | Contract Administrator | $68,775 |
METS SCHIRO & MCGOVERN9 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $35,536 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,586 |
MSPC9 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $16,565 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,324 | $83,023+73.8% | $102,437+40.9% | $77,762+85.6% |
| Participation rate | 56.1% | 71.5%-15.4pp | 74.5%-18.4pp | 70.6%-14.4pp |
| Annual return | 10.76% | 19.12%-8.4pp | 24.95%-14.2pp | 31.27%-20.5pp |
| Employer contribution / active EE | $4,308 | $3,552+21.3% | $3,871+11.3% | $2,728+57.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $420 | $639-34.2% | $8,388-95.0% | $433-2.9% |