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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $84,879 |
GYL FINANCIAL SYNERGIES2 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $35,690 |
MSPC3+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,000 |
LEVY RATNER3+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $13,285 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $5,909 |
MILLER HOWARD1 year Service code 28 · EIN 14-1710657 | Investment Management | $5,104 |
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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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | 4.68% | -2.38%+7.1pp | -0.41%+5.1pp | 10.56%-5.9pp |
| Employer contribution / active EE | $3,779 | $9,517-60.3% | $15,396-75.5% | $13,643-72.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |