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| Provider | Service type | Compensation |
|---|---|---|
EDGAR LOMAX COMPANY3 years Filed as: EDGAR GOMEZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $77,827 |
DENISE LUKASZEWSKI4 years Filed as: DENISE ORTIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $77,069 |
SILVANNA PADILLA2 years Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $75,902 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $75,333 |
ALGER8+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2510833 | Investment Management | $65,092 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $62,500 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $60,600 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $59,908 |
Filed as: JOSEPH RED Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $52,910 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $44,945 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -11.91% | 1.88%-13.8pp | -5.12%-6.8pp | 2.77%-14.7pp |
| Employer contribution / active EE | $3,049 | $8,732-65.1% | $31,020-90.2% | $15,262-80.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |