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| Provider | Service type | Compensation |
|---|---|---|
LYDIA STUART4 years Service code 30 · EIN 11-2623070 | Direct payment from the plan; Employe... | $114,343 |
LOCAL 2 WELFARE FUND3 years Service code 30 · EIN 11-1831226 | Employee (plan); Other services; Dire... | $54,782 |
Filed as: BARNES, ICCARINO, & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $34,920 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $18,500 |
JP MORGAN SECURITIES LLC4 years Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $15,877 |
MINSKY & COTTONE', CPA4 years Service code 10 · EIN 11-3223712 | Accounting | $15,600 |
Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 28 880 CARILLON PARKWAY · ST PETERBURG, FL 33716 | Investment Management | $15,269 |
Service code 50 · EIN 22-3507738 | Direct Payment | $15,000 |
GARY M. TIBONI, CPA1 year Filed as: GARY ROTHMAN ESQ. Service code 16 3 W MAIN ST 200 · ELMSFORD, NY 10523 | Consulting | $6,000 |
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.)
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 | $7,963 | $47,766-83.3% | $82,706-90.4% | $64,814-87.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.21% | -13.06%-2.2pp | 701.76%-717.0pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,036 | $2,182-52.5% | $3,007-65.6% | $2,507-58.7% |
| Participant deferral / active EE | $918 | $3,332-72.4% | $4,394-79.1% | $4,310-78.7% |
| Admin fee / account holder | $361 | $143+152.7% | $5,329-93.2% | $188+92.4% |