| Provider | Service type | Compensation |
|---|---|---|
BENSERCO1 year Service code 14 · EIN 13-2732561 | Plan Administrator | $191,404 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $92,399 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2869611 | Investment Mgmt Fees | $60,000 |
Filed as: ABERDEEN ASSET Service code 51 | Investment Mgmt Fees | $55,073 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER C. BARKSDALE & ASSOC. Q Service code 51 | Investment Mgmt Fees | $48,327 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $39,500 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: PHILADELPHIA TRUST Service code 51 | Investment Mgmt Fees | $33,175 |
GRASSI & CO2+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $28,490 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY Service code 51 | Investment Mgmt Fees | $15,508 |
MANNING & NAPIER2+ years Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $11,172 |
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 2.09% | 4.23%-2.1pp | 3.97%-1.9pp | 4.56%-2.5pp |
| Employer contribution / active EE | $4,558 | $16,147-71.8% | $28,168-83.8% | $15,526-70.6% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |