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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $87,434 |
GYL FINANCIAL SYNERGIES1 year Service code 27 · EIN 81-3263476 | Advisory (Plan) | $29,236 |
MSPC2+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,000 |
LEVY RATNER2+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $12,615 |
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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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 8.98% | 10.39%-1.4pp | 337.46%-328.5pp | 10.41%-1.4pp |
| Employer contribution / active EE | $3,689 | $10,969-66.4% | $20,191-81.7% | $14,691-74.9% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |