| Provider | Service type | Compensation |
|---|---|---|
Service code 14 | Plan Administrator | $191,456 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,845 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2869611 | Investment Mgmt Fees | $60,000 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $39,900 |
WEAVER AND TIDWELL, LLP4+ years Filed as: WEAVER C. BARKSDALE & ASSOC. Q Service code 51 | Investment Mgmt Fees | $26,579 |
GRASSI & CO4+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $21,164 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY Service code 51 | Investment Mgmt Fees | $17,006 |
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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -0.97% | -1.32%+0.4pp | -0.67%-0.3pp | 10.56%-11.5pp |
| Employer contribution / active EE | $55,212 | $18,687+195.5% | $31,731+74.0% | $13,643+304.7% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |