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| Provider | Service type | Compensation |
|---|---|---|
KATHY JAMES2+ years Filed as: KATHY SMITH SANBORN Service code 30 · EIN 02-6026500 | Employee (plan); Direct payment from ... | $96,946 |
DSF ADVISORS LLC1 year Filed as: DSF ADVISORS, LLC Service code 28 · EIN 51-0403581 | Investment Management | $66,250 |
LEONE, MCDONNELL & ROBERTS2+ years Filed as: LEONE, MCDONNELL & ROBERTS, P.A. Service code 10 · EIN 02-0417217 | Accounting | $36,900 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $24,208 |
PENSION FUND EVALUATIONS, INC.2+ years Service code 27 · EIN 11-2503982 | Advisory (Plan) | $22,500 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS & LANDRY, LLC Service code 29 · EIN 04-3363718 | Legal | $9,367 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $8,890 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.40% | 11.09%-0.7pp | 8.32%+2.1pp | 13.95%-3.5pp |
| Employer contribution / active EE | $9,395 | $10,980-14.4% | $30,793-69.5% | $16,598-43.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |