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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 28 · EIN 22-2232264 | Investment Management | $53,148 |
Filed as: PATTISON, KOSKEY, HOWE & BUCCI CPA Service code 14 · EIN 14-1746505 | Plan Administrator | $44,425 |
Filed as: MORGAN STANLEY Service code 19 4 LANDMARK SQUARE 2ND FLOOR · STAMFORD, CT 06901 | Securities Custodian | $19,814 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $15,000 |
BLITMAN & KING1 year Filed as: BLITMAN & KING, LLP Service code 28 443 NORTH FRANKLIN STREET SUITE 300 · SYRACUSE, NY 13204 | Investment Management | $14,400 |
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Annual investment return 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.
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 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | -2.99% | 8.43%-11.4pp | 8.55%-11.5pp | 10.21%-13.2pp |
| Employer contribution / active EE | $0 | $57,036-100.0% | $55,494-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |