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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $89,370 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $59,699 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $41,693 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $39,198 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $18,375 |
JUDITH P. BROACH8 years Service code 31 14 WALL STREET, STE 5G · NEW YORK, NY 10005 | Named fiduciary; Direct payment from ... | $18,060 |
STULBERG & WALSH LLP5 years Service code 29 · EIN 13-3309770 | Legal | $5,584 |
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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 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 9.3%-9.3pp |
| Annual return | 1.97% | 9.50%-7.5pp | 8.50%-6.5pp | 9.76%-7.8pp |
| Employer contribution / active EE | $18,865 | $24,502-23.0% | $29,758-36.6% | $12,965+45.5% |
| Participant deferral / active EE | $0 | $1,768-100.0% | $538-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |