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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY1 year Filed as: MCKEOGH COMPANY Service code 11 4 TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $63,500 |
WITHUMSMITH+BROWN, PC4+ years Filed as: KARA ADAMITES-BROWN Service code 14 ROOFER AND SLATERS LOCAL NO 248 · CHICOPEE, MA 01020 | Plan Administrator | $41,197 |
NICHOLAS LAPIER CPA PC3 years Service code 10 · EIN 32-0048525 | Accounting | $10,545 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $4,175 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 5.00% | 12.98%-8.0pp | 14.64%-9.6pp | 13.59%-8.6pp |
| Employer contribution / active EE | $9,168 | $16,363-44.0% | $41,831-78.1% | $14,592-37.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |