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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 13 · EIN 13-2831500 | Contract Administrator | $68,402 |
METS SCHIRO & MCGOVERN8 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $31,359 |
RBC WEALTH MANAGEMENT9+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $23,172 |
MSPC8 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $17,775 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $125,952 | $93,010+35.4% | $96,515+30.5% | $74,460+69.2% |
| Participation rate | 57.9% | 71.6%-13.7pp | 74.3%-16.5pp | 70.7%-12.9pp |
| Annual return | 10.40% | 37.50%-27.1pp | 35.73%-25.3pp | 34.38%-24.0pp |
| Employer contribution / active EE | $4,116 | $3,427+20.1% | $3,740+10.1% | $2,638+56.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $382 | $633-39.6% | $6,735-94.3% | $348+10.0% |