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| Provider | Service type | Compensation |
|---|---|---|
UNITED WIRE METAL & MAC H&W1+ years Service code 49 · EIN 13-5608135 | Other Services | $321,787 |
WHITESTAR ADVISORS, LLC1+ years Service code 28 · EIN 03-0496641 | Investment Management | $282,935 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $118,602 |
STACEY BRAUN ASSOCIATES, INC.1+ years Service code 28 · EIN 13-2889432 | Investment Management | $81,119 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $72,845 |
FENIMORE ASSET MANAGEMENT1+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $64,295 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER, TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $57,000 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 | Legal | $39,600 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,291 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $30,796 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $211,396-100.0% | $192,069-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 13.2%-13.2pp | 4.3%-4.3pp |
| Annual return | 1.33% | 2.81%-1.5pp | -0.79%+2.1pp | 2.81%-1.5pp |
| Employer contribution / active EE | $3,867 | $16,358-76.4% | $28,419-86.4% | $16,358-76.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $37-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $6,324-100.0% | $1,639-100.0% |