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| Provider | Service type | Compensation |
|---|---|---|
LYDIA STUART2 years Service code 30 · EIN 11-2623070 | Employee (plan); Direct payment from ... | $115,082 |
LOCAL 2 WELFARE FUND1 year Service code 30 · EIN 11-1831226 | Direct payment from the plan; Employe... | $52,325 |
Filed as: BARNES, ICCARINO, & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $42,000 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $41,965 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $18,500 |
MINSKY & COTTONE', CPA2 years Service code 10 · EIN 11-3223712 | Accounting | $10,400 |
Service code 50 · EIN 22-3507738 | Direct Payment | $8,500 |
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).
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 | $10,187 | $52,722-80.7% | $90,440-88.7% | $73,412-86.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 7.37% | 20.70%-13.3pp | 1294.38%-1287.0pp | 59.30%-51.9pp |
| Employer contribution / active EE | $875 | $1,872-53.2% | $3,263-73.2% | $2,234-60.8% |
| Participant deferral / active EE | $956 | $2,810-66.0% | $3,964-75.9% | $3,806-74.9% |
| Admin fee / account holder | $355 | $117+203.9% | $5,615-93.7% | $158+124.9% |