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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY2 years Filed as: MCKEOGH COMPANY Service code 11 4 TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $65,083 |
WITHUMSMITH+BROWN, PC5+ years Filed as: KARA ADAMITES-BROWN Service code 14 ROOFERS AND SLATERS LOCAL NO 248 · CHICOPEE, MA 01020 | Plan Administrator | $30,608 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $13,881 |
NICHOLAS LAPIER CPA PC4 years Service code 10 · EIN 32-0048525 | Accounting | $10,552 |
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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 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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 4.67% | 9.55%-4.9pp | 9.52%-4.8pp | 9.29%-4.6pp |
| Employer contribution / active EE | $12,375 | $20,722-40.3% | $41,951-70.5% | $15,168-18.4% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |