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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $82,134 |
GYL FINANCIAL SYNERGIES3 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $38,921 |
MSPC4+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,000 |
LEVY RATNER4+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $14,112 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $5,282 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 4.08% | 13.23%-9.2pp | -100.31%+104.4pp | 13.59%-9.5pp |
| Employer contribution / active EE | $4,147 | $9,675-57.1% | $18,686-77.8% | $14,592-71.6% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |