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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $78,045 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $36,924 |
MSPC1+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,000 |
LEVY RATNER1+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $16,182 |
Filed as: VOYA Service code 28 · EIN 06-0888148 | Investment Management | $6,619 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -3.03% | 4.40%-7.4pp | 18.87%-21.9pp | 4.56%-7.6pp |
| Employer contribution / active EE | $3,685 | $10,694-65.5% | $19,828-81.4% | $15,526-76.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |