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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY4 years Filed as: MCKEOGH COMPANY Service code 11 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $44,375 |
Service code 12 · EIN 04-2273811 | Recordkeeping and information managem... | $32,611 |
WITHUMSMITH+BROWN, PC7+ years Filed as: KARA ADAMITES-BROWN Service code 14 55 MAIN STREET · CHICOPEE, MA 01020 | Plan Administrator | $27,316 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $14,272 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $14,086 |
Filed as: FIRST STATE Service code 12 | Claims processing; Recordkeeping and ... | $12,656 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -2.18% | -12.85%+10.7pp | -3.21%+1.0pp | -5.25%+3.1pp |
| Employer contribution / active EE | $9,440 | $16,520-42.9% | $46,051-79.5% | $15,161-37.7% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |