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| Provider | Service type | Compensation |
|---|---|---|
LYDIA STUART1 year Service code 30 · EIN 11-2623070 | Employee (plan); Direct payment from ... | $115,081 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $40,660 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 2 UNION Service code 12 · EIN 11-2450206 | Plan Administrator; Claims processing... | $38,050 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $37,000 |
Filed as: BARNES, ICCARINO, & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $32,500 |
MINSKY & COTTONE', CPA1 year Service code 10 · EIN 11-3223712 | Accounting | $9,600 |
Service code 50 · EIN 22-3507738 | Direct Payment | $8,762 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,573 | $54,237-78.7% | $90,300-87.2% | $67,579-82.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 9.91% | 37.27%-27.4pp | 78.11%-68.2pp | 378.56%-368.7pp |
| Employer contribution / active EE | $591 | $1,846-68.0% | $2,854-79.3% | $2,148-72.5% |
| Participant deferral / active EE | $575 | $2,625-78.1% | $3,884-85.2% | $3,539-83.8% |
| Admin fee / account holder | $430 | $123+248.6% | $5,353-92.0% | $142+202.3% |