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| Provider | Service type | Compensation |
|---|---|---|
DEBORAH DANNER1+ years Filed as: DEBORAH SCIORTINO Service code 30 · EIN 11-6218316 | Employee (plan) | $90,720 |
INVESCO1+ years Service code 28 · EIN 91-2052098 | Investment Management | $73,537 |
ORCHARD HILLS CONSULTING, LLC1+ years Filed as: ORCHARD TRUST COMPANY Service code 12 · EIN 84-0467907 | Claims processing | $65,000 |
WARREN AVERETT, LLC1+ years Filed as: WARREN V. ANNUNZIATA Service code 30 · EIN 11-6218316 | Employee (plan) | $64,500 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 11 · EIN 94-1687665 | Actuarial | $53,487 |
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: FIRST NATIONAL BANK Service code 27 · EIN 11-0804410 | Advisory (Plan) | $52,089 |
VINCENT LOMBARDI1+ years Filed as: VINCENT GIANNINI Service code 30 · EIN 11-6218316 | Employee (plan) | $37,700 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,036 |
STEWART ALTMAN1+ years Service code 29 · EIN 11-2498164 | Legal | $20,400 |
L.H. ROSOFF & CO., LLP1+ years Service code 10 · EIN 13-1239833 | Accounting | $14,900 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.51% | -0.13%-1.4pp | -1.10%-0.4pp | 1.67%-3.2pp |
| Employer contribution / active EE | $2,723 | $11,793-76.9% | $27,248-90.0% | $10,506-74.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |