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| Provider | Service type | Compensation |
|---|---|---|
FIRST ACTUARIAL CONSULTING, INC.9+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $142,000 |
DENISE LUKASZEWSKI5 years Filed as: DENISE ORTIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $86,815 |
EDGAR LOMAX COMPANY4 years Filed as: EDGAR GOMEZ Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $84,448 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $83,068 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $62,500 |
Filed as: JOSEPH RED Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $56,509 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $51,690 |
VANESSA SCHARF1 year Filed as: VANESSA WHARTON Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $41,957 |
PEARSON EDUCATION INC1 year Filed as: PEARSON KYSHIMA Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $35,682 |
Filed as: BRIDGEWAY BENEFIT TECHNOLIGOES Service code 15 · EIN 52-1796473 | Recordkeeping | $34,589 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 5.67% | 8.00%-2.3pp | 7.69%-2.0pp | 37.74%-32.1pp |
| Employer contribution / active EE | $3,310 | $15,902-79.2% | $28,501-88.4% | $15,788-79.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |