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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 13 · EIN 13-2831500 | Contract Administrator | $56,873 |
METS SCHIRO & MCGOVERN5 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $22,701 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $21,654 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,491 |
MSPC5 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $16,125 |
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 20000 HORIZON WAY, STE 600 · MOUNT LAUREL, NJ 080544321 | Contract Administrator | $6,888 |
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 | $109,474 | $91,517+19.6% | $101,275+8.1% | $73,412+49.1% |
| Participation rate | 63.9% | 73.8%-9.9pp | 75.8%-11.9pp | 72.2%-8.3pp |
| Annual return | 7.55% | 17.17%-9.6pp | 46.48%-38.9pp | 59.30%-51.7pp |
| Employer contribution / active EE | $3,672 | $2,877+27.7% | $3,660+0.3% | $2,234+64.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $327 | $216+51.6% | $5,948-94.5% | $158+107.3% |