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| Provider | Service type | Compensation |
|---|---|---|
LYDIA STUART6 years Service code 30 · EIN 11-2623070 | Direct payment from the plan; Employe... | $150,479 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $70,055 |
LOCAL 2 WELFARE FUND5 years Service code 30 · EIN 11-1831226 | Direct payment from the plan; Other s... | $56,010 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 · EIN 59-1237041 | Investment Management | $32,870 |
Filed as: BARNES, ICCARINO, & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $22,500 |
GARY M. TIBONI, CPA3 years Filed as: GARY ROTHMAN ESQ. Service code 16 3 W MAIN ST 200 · ELMSFORD, NY 10523 | Consulting | $18,000 |
Service code 50 · EIN 84-1618274 | Direct Payment | $15,000 |
MINSKY & COTTONE', CPA2 years Filed as: MINSKY & COTTONE, CPA Service code 10 · EIN 11-3223712 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,335 | $65,960-87.4% | $81,844-89.8% | $77,736-89.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 1.27% | 26.64%-25.4pp | 778.87%-777.6pp | 31.26%-30.0pp |
| Employer contribution / active EE | $1,308 | $2,375-44.9% | $2,916-55.2% | $2,728-52.1% |
| Participant deferral / active EE | $1,222 | $3,505-65.1% | $4,323-71.7% | $4,651-73.7% |
| Admin fee / account holder | $506 | $526-3.9% | $7,355-93.1% | $433+16.8% |